Essentials Upgrade has a lot of problems

[TC1808]

We now record the last invoice number, so when we create a new one we have to check it every time. Works OK unless there is a bit of a rush and someone forgets to record it. Also a pain if one of us is working from home, then we have to go find it. Such a waste of time...

[TC1808]

Hi harnold you might be interested to know that MYOB refunded my last invoice (a whole $62!) as a gesture of goodwill for all the inconvenience I have been experiencing. Given the number of hours (over 20 by my last reckoning) spent on the phone/chat line, plus time spent trolling for help/info on the forums not to mention the sheer frustration of it all...Xero is looking pretty good!

[JOSIE]

 Thank you ,thats good to know.When I have a few hours spare I will sit on hold and try and get through to them.

[Camo123]

So MYOB have introduced the risk of error and needlessly complicated what was a simple process!?

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@TC1808 wrote:
We now record the last invoice number, so when we create a new one we have to check it every time. Works OK unless there is a bit of a rush and someone forgets to record it. Also a pain if one of us is working from home, then we have to go find it. Such a waste of time...

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[Camo123]

I've given up, after 3 hours and no, why keepy trying?

They still haven't replied to my correspondence by email from over a week ago.

[JOSIE]

Totally understand could not be more fustrated if I tried. Have a list as long as my arm of qusetions on now.

I was even inaware this was happening big suprise Friday.

Not looking forward to doing Bas can imagine thats going to be fun now too

[harnold]

I had no idea either.

I rang the accountant to ask what was going on, he was like great another one

[stagehand]

I searched my email when this update was released, and as far as I can tell, there was no notification or even a mention of an upgrade in any of their emails. Can you imagine that?!

[LizaTDS]

I totally agree with everyones comments!  This has to be the worst upgrade ever - I waste so much time doing simple tasks.  I am also looking at changing to Zero.....

[LCrowhurst]

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@Yanike_S wrote:

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.

In Purchases the bill numbers are duplicating so i end up with several bills with the same bill number..this was not the case in the OLD MYOB

* 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.

have this with Purchases as well....In the old MYOB I could change the supplier name...not in the new one..its time consuming to have to save and duplicate....though MYOB was about saving time not adding more steps to our work

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.

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