Invoices: Filter by relative period - month, quarter, financial year...

[fdonnelly]

On the screen that lists all of the invoices, while you can currently sort the columns, it would be great if you had the option to filter the invoices for a certain period of time (eg just list all invoices issued in a particular month, quarter or financial year). For clients that have a large number of invoices, it can get really tedious when looking for invoices, having to scroll through pages & pages of invoices. 

"Invoice Screen sorting"

[LiamB]

YES PLEASE!!!!

I send out invoices at the end of each month, so it would be so handy to filter invoices with a specific due date.  Then I can easily see which invoices need to be sent.

It would also be useful to have a "notes" section on invoices that customers don't see.  At the moment, I use the purchase order field to note down "invoice sent" so I can easily see from the invoices list which ones have been sent. 

[bencam82]

This would be great, even if its only the current financial year. It would be great to get a snap shot of the years invoices without having to run a report. Its frustrating in essentials that you cannot close off previous financial years. 

[hermitude]

Hello,

Other software packages allow you to filter by pressing on a quarter/month/financial year.

MYOB - you have to manually type the dates, every, single, time.

Who reckons this would make things quicker?

[Steven_M]

Hi Everyone

With MYOB Essentials, within the Invoices window is the option for Period. There are a variety of filtering options from Last Financial year, This Financial year, Last 3 months, This Financial Quarter...