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

AccountRight

Sales: Send to Disk (PDF) select form

Experienced Partner

39Posts

339Kudos

0Solutions

39 Posts
Experienced Partner
New Zealand

Would it be possible to make a form selection available when sending an invoice to disk as is possible in printing or emailing invoices

 

"Select customised forms when sending an invoice to disk"

Current Status: Done
Last Changed: 2 weeks ago

Hi Everyone


With the release of AccountRight 2021.4, users will be able to select the desired form when using the Send to Disk feature on invoices and purchases.

60 Comments
GaryStella
6 Posts
Cover User

It's Time MYOB, there are enough frustrated people out there that need this feature and you are draggint he c hanin for such an easy improvemnt, it is time to GET THIS DONE!

tombailey
1 Post
User

bump

 

This feature seems so simple, don't know why it hasn't been rolled out yet considering all the issues people have with PDF print quality from Accountright

Steven_M
MYOB Moderator
41,739 Posts
MYOB Moderator

Hi Everyone


With the release of AccountRight 2021.4, users will be able to select the desired form when using the Send to Disk feature on invoices and purchases.

H-TS
Trusted User
222 Posts
Trusted User

Best improvement from MYOB in a long time. Thank you.

Crispair_Accts
3 Posts
User

and give a way to turn it off for those of us who don't need an extra unnecessary step in our process

Turtlewitnohome
Experienced Cover User
156 Posts
Experienced Cover User

Well done!!  Just need to sort out error 4077 now

 

John

NationalTS
Contributing Cover User
10 Posts
Contributing Cover User

This is awesome news! 

Sconnolly
6 Posts
User

Bring back the OPTION to select a default form.

 

Some of us don't want to have to waste an extra hour whilst saving 50+ invoices in a row.

Sconnolly
6 Posts
User

CHANGE IT BACK

AHJS
Experienced Cover User
151 Posts
Experienced Cover User

Yay!! Thank you saving so much time here finally and meaning we dont have to use a PDF printing all the time to print a pick sheet instead of an invoice for customers! A long time coming thank you

 

For those struggling with the change, if you have the prefence set for "automatically save to disk sales when they are recorded" we havent noticed any change here it's still using the default form saved to the customer card on record.  Perhaps this helps?