Essentials Upgrade has a lot of problems

[CCBell]

* The Export Button doesn't work - doesn't bring up a new browser tab just takes you back to the invoice, and therefore can not print.

* When you create an invoice it does not default to next invoice number, uses the last number again.

* When you convert a quote to invoice it picks up the date of the quote and not the date you create the invoice

* When you record a payment, the dault is to "Cash on Hand" not your bank account.

* The description column on the invoice is too narrow !!

* Can't change a customer on a saved invoice .... have to duplicate and then delete original invoice !!

[WindyWilson28]

I hate the way you have to remove the $0.00 before you can type the amount into the box. Its very annoying.

Though my invoice numbers are rolling over and I agree, the description column is to narrow!!

[TC1808]

And that's just SOME of the problems!! So many other issues!

[stagehand]

I have started calling it the "Downgrade", not upgrade. It is a truly terrible and defect ridden product. How this was released to customers is beyond me.

[MiaH]

Just changed from old off line MYOB to online, wish i never did. 

First time I have had to post on this forum, does MYOB see all these comments and fix the issue ?

Bit annoying when you can't open and invoice and send to a customer!  Bad for business.

[Camo123]

Agreed, the update has been awful.

MYOB now treats a professional services business like a online shop selling bath bombs.

it organises invoices in some bizarre way and you have to mess around with the invoices page before they appear in the correct order.

Emailing invoices used to have auto text fields e.g. {customer_name} so you could personalise emails automatically. Now those fields are gone.

MYOB essentials used to make the billing side of my business efficient, now it is a chore. I am very disappointed by an unnecessary upgrade, that is better described as a downgrade.

[pippypip]

Bring back Essentials. it was simple, user friendly and not full of bugs. 

[Yanike_S]

Hi @CCBell 

I am sorry to hear you are not happy with the upgrade. I will clarify a few things for you so hopefully you will understand better how the upgraded software works.

* The Export Button doesn't work - doesn't bring up a new browser tab just takes you back to the invoice, and therefore can not print.

Usually to export an invoice you would select View PDF and Export. This would bring up a new browser tab. If this doesn't appear I would review your privacy and security settings of the browser: Open Google Chrome>>Select 3 dots in the top right>>settings>>Privacy and security>>Site settings>>Pop-ups and redirects.

* When you create an invoice it does not default to next invoice number, uses the last number again.

When you create an invoice it should default to the next number in line, could you share a screenshot of this not happening and the steps your are taking? Note: If you change the invoice number, you’ll change the automatic numbering. For example, if you change the number to 000081, the next time you create an invoice, the new invoice number will be 000082.

* When you convert a quote to invoice it picks up the date of the quote and not the date you create the invoice

The software sees quotes and invoices as the same, so the original information of the quote will be retained. I do see the benefit of changing this to the invoice date, so I have passed your feedback on to the developers for future implementation.

* When you record a payment, the dault is to "Cash on Hand" not your bank account.

I recommend reviewing your linked accounts under Accounting>>Managed linked accounts>>Sales.

* The description column on the invoice is too narrow !!

The description column is set to a number of characters and not customisable at this stage, if you would want to add more information you can either add a blank row, use the notes section or extend the Description text box down.

* Can't change a customer on a saved invoice .... have to duplicate and then delete original invoice !!

Once an invoice has been saved you would not be able to update the customer on that transaction. However, what you could do would be to use the Save and duplicate option. This would save the original transaction and duplicate the invoice. As this duplication is actually a new invoice, just with pre-populated information, you can update the customer on that invoice to be the required one before saving that invoice. You can then delete the original invoice if not required.

Let me know if you have any questions or feedback and I am happy to assist you as it would be a shame if you won't be able to use the new software as intended.

[Mathers]

Absolutely

[MarkW1105]

Please revert back to a product similar to before the upgrade. The new version is not user-friendly at all.

Even things that should be simple like adding a contact is now difficult.

-The maximum allowable letters for a contact name creates problems as a lot of my clients have long names.

-you can no longer copy an email address from the contact notes.

-when adding a customer address, if the address cannot be auto-located for some reason, you cannot manually enter it.

I strongly feel this needed a lot more and testing and feedback prior to its launch