Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Sales, Receive Money and Receive Payments attachment option

Experienced Cover User

60Posts

49Kudos

1Solutions

60 Posts
Experienced Cover User
Australia
New
New

Im surprised that since a request back in 2015 the feature to be able to attach documents from an intray to sales, receive money and receive payments. It is so important to be able to attach purchase orders to sales created in myob for clients. Also remittance advices for payments from clients.

8 Comments
DebS_5
Experienced User
39 Posts
Experienced User

Hi

I find this amazing that we cannot do this in MYOB by now, after all the suggestions etc.  Xero, Quickbooks and many of the software have this included. 

 

Could you please look at doing this in MYOB as a matter of some urgency.  Thank You

Xero

Use the library for online file storage. Attach files to invoices, bills, receipts, inventory items and contact records.

  •  
    Email, drag and drop, upload and attach documents
  •  
    Upload multiple files in one go from your phone or desktop
    • . .
    Create a new transaction from the file library
  • with one or more files
  • attach
  • Quickbooks

    • Add PDF.co and select action event Document Parser. Add Quickbooks Online and select action event Find Customer. Add QuickBooks Online and select action event Create invoice.
  •  
tpfind8884
5 Posts
User

The advantages would be so much to allow to put documents on invoices ect

Sean_DC
MYOB Moderator
702 Posts
MYOB Moderator

Thank you for your suggestion. We'll relay your idea/feedback to the relevant team.

Julia1988
1 Post
User

We would LOVE LOVE LOVE to have this feature - an intray for sales so we can attached signed delivery dockets for proof of delivery.

The software is already set up on the purchases side so we can see it can be done.

Doreen_P
MYOB Moderator
2,842 Posts
MYOB Moderator

Hi @Julia1988 

 

Thanks for your post.

 

We will relay your idea/feedback to the relevant team.

 

Best regards,

Doreen

Pauline23
Contributing User
14 Posts
Contributing User

I think most users are tired of hearing the standard response as per two comments above:

"We will relay your idea/feedback to the relevant team."

 

Users would like enhancements requests actioned.  This has been asked SO many times, to add documents to General Journals, Orders, Sales, Receipts etc.

C'mon MYOB, get with the program Smiley Happy

 

Doreen_P
MYOB Moderator
2,842 Posts
MYOB Moderator

Hi, @Pauline23

 

Thanks for your post, and welcome to the MYOB Community Forum.

 

We are also waiting for an update from the relevant team regarding this concern. A timeframe has not yet been provided to us. Adding a feature to the software may take some time, and the reason we are encouraging you to please take a moment to write your ideas on our AccountRight Ideas Exchange board is for us and for our developers to take your ideas and suggestions into consideration.

 

We truly appreciate your patience regarding this.

 

Best regards,

Doreen

tpfind8884
5 Posts
User

Why will it take so long considering they have it on the expense side already.