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

MYOB Essentials

Add Credit notes to the InTray

soko
Cover User

7Posts

12Kudos

0Solutions

7 Posts
Cover User

I was unable to create a supplier return from the credit note I drag'n'dropped on the new InTray. I receive more credit notes by email than invoices, so this would be helpful.

Current Status: Open
Last Changed: November 2014

Thanks for your great suggestion @soko  I can certainly see the usefulness of creating supplier returns from documents in the new In Tray. Can anyone else who would like to see this, please cast your vote here.

 

There is a similar idea with asking for the In Tray to be expanded to all transaction types. I'd recommend that you cast your vote for this idea as well, and leave your comments about what transaction types you'd find most useful.

Expand In Tray feature to all transaction types

5 Comments
MYOB Moderator Liam_M
3,488 Posts
MYOB Moderator

Thanks for your great suggestion @soko  I can certainly see the usefulness of creating supplier returns from documents in the new In Tray. Can anyone else who would like to see this, please cast your vote here.

 

There is a similar idea with asking for the In Tray to be expanded to all transaction types. I'd recommend that you cast your vote for this idea as well, and leave your comments about what transaction types you'd find most useful.

Expand In Tray feature to all transaction types

Experienced Cover User aplus
71 Posts
Experienced Cover User

Yes, yes. I was going to ask the same - so that credit notes could also be stored digitally. Thanks.

Experienced Cover User aplus
71 Posts
Experienced Cover User

It does not seem to make sense to have digital copies of bills, but not credit notes. My tray is packed with credit notes, which cannot be attached to the respective returns. I'm still waiting for this option to be made available.

Experienced Cover User aplus
71 Posts
Experienced Cover User

Please, for the love of God, add this feature. My tray is littered with digital credit notes that I cannot attach to the respective credit note entries. Once again, it just does not make sense to have the feature for the bills only and not the credit notes. Thank you.

RPM
5 Posts
User

Would love to see these, we receive credit notes as well but cant keep the actual document in MYOB