Quotations - former features missing?

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RowenaW
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Quotations - former features missing?

Has the ability to move around and insert or duplicate line items in Quotes or Invoices been removed during the upgrade? This is making the quotation process considerably more time consuming, particularly with long and and complex quotes. 

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Nathan88
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Re: Quotations - former features missing?

It appears that way, the functionality still exists in Invoices from what i can see but so much more cutting and pasting espeically if copying an old quote. I am lucky enough to have an issue where MYOB decides to re-order the line items in my quote, this has made life even more interesting once the quote is about 10 lines long

LCrowhurst
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Re: Quotations - former features missing?


@Nathan88 wrote:

It appears that way, the functionality still exists in Invoices from what i can see but so much more cutting and pasting espeically if copying an old quote. I am lucky enough to have an issue where MYOB decides to re-order the line items in my quote, this has made life even more interesting once the quote is about 10 lines long


they have also removed the oprion to move items up and down on thev quote..there used to be three little dots you could click on to move a line up and down 

 

Nathan88
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Re: Quotations - former features missing?

Yep, super annoying! They are still there for invoices but not for quotes... One of my old bugs with MYOB is it used to re-order my quote randomly which makes this new problem even more fun..

LCrowhurst
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Re: Quotations - former features missing?


@Nathan88 wrote:

Yep, super annoying! They are still there for invoices but not for quotes... One of my old bugs with MYOB is it used to re-order my quote randomly which makes this new problem even more fun..


thats annoying..ive not ever noticed that but annoying all the same.

RowenaW
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Re: Quotations - former features missing?

Yes, that used to happen to me too.

RowenaW
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Re: Quotations - former features missing?

The previous version was far more flexible and modular, it is a real backward step. Now you are unable to:

- move line items around the quote

- insert line items anywhere except at the bottom of the quote (this is ridiculous when you have a quote with several line items and you need to go back and revise it)

- duplicate line items.

And, the 'description' column is far too narrow.

 

It seems that proper thought has not been given re user requirements. I hope MYOB acts on everyone's feedback.

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