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

Product Ideas

Statements: Send to Disk/PDF

Experienced Cover User

39Posts

53Kudos

0Solutions

39 Posts
Experienced Cover User

You should be able to save statements to disk like you can do with sales!

 

"saving custom statements"

Current Status: Done
Last Changed: March

Hi Everyone


The AccountRight Browser interface allows users to download a PDF of their customer's statements through the Sales>>Customer Statements>>Selecting the desired customers and then selecting Download PDF.

6 Comments
RubyTang
MYOB Staff
24 Posts
MYOB Staff

Due to the Windows 10 PDF compatibility issue with AccountRight 2018...
The function to printing via Windows PDF distorts the PDF quality and thus, not able to create an output that provides the end client with a satisfactory quality document being the statement.
A workaround is to change PDF printer to another one, how-ever this uses the 'default' form only with no ability to select a different form.

Currently to get the statement to print/email using the correct form & resolution quality. We're having to change the email address to the business owner herself, email it and then save it on the computer prior to sending it on to the customer. 

While the ability to send to customer directly is available, it doesn't allow for adding any other attachments to the invoice prior to sending.

Any way to add 'Save to disk' function on customer statements, ability to select different forms or add in ability to add attachments prior to emailing?

KarendeBres
Experienced Cover User
12 Posts
Experienced Cover User

If this feature could be added it would be wonderful, and would also keep up with the technology being offered by Xero in this area

boundtoimpress
Experienced Cover User
30 Posts
Experienced Cover User

We like do some additional processing around Statements (ie checking!) that mean it would be great to render out the Statements as PDFs. At the moment we can only Print or Send email. So it would be very useful to either provide a means to 'Send to Disk' statements which would either create a split set of invoices or an all in one file.

 

Being able to do this through a 'RenderasPDF' API (similar to Invoice) would be even better in our case so we can do furhter automation around statement creation and distribution.

Ash_Rainer
Experienced Cover User
17 Posts
Experienced Cover User

Agreed, saving to disk should be an option.  I've found the quickest workaround to be to Print, but don't select a printer; instead, select Cute PDF (free download) and save to disk that way. 

JennyM40
Experienced User
13 Posts
Experienced User

Please please, could we have a send to disk option for statements?  It would be so much easier and eliminate the very poor quality rendering that we experience whichever PDF printer we use. 

 

Steven_M
45,180 Posts
Former Staff

Hi Everyone


The AccountRight Browser interface allows users to download a PDF of their customer's statements through the Sales>>Customer Statements>>Selecting the desired customers and then selecting Download PDF.