Partner Zone

Share your ideas for improving MYOB Business/Essentials. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Spend money: Add Contact - Indicate Individual or Company

Cover User

4Posts

45Kudos

0Solutions

4 Posts
Cover User

When entering a new contact from within "Receive money" or "Spend money" there is no option to say if it is an individual or a business and requires a business name regardless. It also does not give the option to add phone numbers or email addresses. Please add these capabilities.

 

"Entering a new contact from within receive money/spend money"

Current Status: Done
Last Changed: June

Hi Everyone


With MYOB Essentials, users can select which contact and entity type they would like to make the contact record when selecting Create Contact from the Spend Money window.

 

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2 Comments
nzfleming
1 Post
Cover User

We also need an ABN field, because when adding a new supplier contact we need to input the ABN and currently this field is not collected, you have to go out of this screen and edit Contacts separately, entering the ABN. It's such a pain.

essentials.jpg

Steven_M
MYOB Moderator
44,221 Posts
MYOB Moderator

Hi Everyone


With MYOB Essentials, users can select which contact and entity type they would like to make the contact record when selecting Create Contact from the Spend Money window.

 

Capture 3.PNG