Save to Disk changes since recent upgrade

Safeways
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Save to Disk changes since recent upgrade

AccountRight recently updated and now when I save the invoice to disk I have to manually select which form I wish to save it as. Previously it automatically saved as my default form. 

 

I use this feature 100+ times a day and this has become very cumbersome. The work around of Print to PDF is just as time consuming.

 

Please let me know how to fix this!

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McKinnaSM
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Re: Save to Disk changes since recent upgrade

We seem to be having the same issue aswell, becoming very time consuming to select each time. 

 

If we could know how to fix this too please that would be great!

 

Steven_M
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Re: Save to Disk changes since recent upgrade

Hi @Safeways  @McKinnaSM 

 

The ability to select a form when using the Save to Disk feature is a feature that users have requested from users -  see Sales: Send to Disk (PDF) select form. With the release of AccountRight 2021.4, we have implemented that change to allow users the ability to select the form they wish to produce the PDF with.

 

I do understand that some users would not prefer to have that selection form option and to use the default form set within Advanced Filters. However, with the AccountRight 2021.4 release it is now a case that selection would be required for that form with the Send to disk feature.

Kind regards,
Steven

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tk3058
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Re: Save to Disk changes since recent upgrade

Hi Steven,

 

This is silly that we can not override this. We all have customised forms for a reason.

You can override the normal thru the card file.

Also, why reference a link from 8 years ago?

Safeways
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Re: Save to Disk changes since recent upgrade

Hi Steven,

 

I appreciate the response however this really does not help me. Is this going to be looked into further with the next update?

 

If a default form is selected, then it shoud be exactly that. My default form.

 

If other users do not want a default form then leave that option blank and chose a form each time? It does not make any sense that there is a default form option for print and email but not for PDF. 

 

My time is just as important as other users so I do hope this is something that will be looked into?

 

Steven_M
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Re: Save to Disk changes since recent upgrade

Hi @tk3058  @Safeways 

 

Thank you for the additional feedback on this topic.


As has been indicated, currently with the AccountRight 2021.4 release users would need to select the form they wish to use if they are using the Send to Disk function. With that been said, I have captured your comments and feedback on this topic so that potentially changes could be made to that space in the future (to my knowledge, no immediate plans or changes are planned to that space following this release).

Kind regards,
Steven

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HelloSidney
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Re: Save to Disk changes since recent upgrade

Hi @Steven_M 

 

I have to strongly agree with my fellow users in the thread @Safeways @McKinnaSM @tk3058 

 

This update to the Save to Disk function where we have to always manually select which form to save as is hardly an efficient use of my time. I would hope that we are given the option to disable this feature so that it automatically saves to our chosen default form.

 

This update has impacted the efficiency of my workflow and I am very disappointed by it.

 

-Clint

FelicityAJA
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Re: Save to Disk changes since recent upgrade

Hi 

I also agree, this is an annoying change.   I understand that some users may have requested it, however it should be optional - not the standard !   GRRR, wasting more of our time.

As a long term MYOB user (25+ years) I can see you losing more and more market share as businesses move away from this program.

AustJ
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Re: Save to Disk changes since recent upgrade

I agree with everyone on this issue having to select a form everytime you have to save an invoice to disk is time wasting. 

Steven_M
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Re: Save to Disk changes since recent upgrade

Hi Everyone

 

Thank you for your additional feedback on this one.


It has come to our attention that if you have Setup>>Preferences>>Sales (or Purchases)>>Automatically Save To Disk Sales When They are Recorded enabled you will not be prompted to select the customise form. So this could potentially be used as a workaround without needing to select the required form when you are recording the invoice.

 

It should also be noted that the browser interface will allow you to view a PDF copy of the invoice. While the selection box does appear on the window to select which form is used this is pre-populated from the Advanced Filters of the Print/Email Invoices setting on the Desktop application.

Capture.PNG

Kind regards,
Steven

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