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

MYOB Essentials

Custom Invoice fields

2Posts

115Kudos

0Solutions

2 Posts
User

Would be really great to be able to add notes to an invoice like a provider number, license number etc...

Current Status: Open
Last Changed: August 2013

Thanks for the idea. I understand having more fields to enter data would help to automatically display important information on your invoices. We encourage other users who would like the ability to have additional fields to vote and add further comments.

16 Comments
MYOB Moderator Barry_C
2,948 Posts
MYOB Moderator
Thanks for the idea. I understand having more fields to enter data would help to automatically display important information on your invoices. We encourage other users who would like the ability to have additional fields to vote and add further comments.
Experienced User JillS
42 Posts
Experienced User

Hi

 

I would like to see a field as the first "entry" on an invoice to allow for a job reference/order number.  Currently I have to use the first line, but the price ends up "reading across" from this reference rather than the work description or item, and doesn't look right.

 

Jill

Krickett
10 Posts
User

I would like the ability to remove fields - the "item" field in the current format is of no use to me.

 

Additionally to Jill's suggestion - I would also like a job reference option.  I would like to not only be able to link quotes and invoices to it but also the associated expenses.

Experienced Partner KenClark
18 Posts
Experienced Partner

I would like to see 4 additional fields:

* Company Name as well as Trading Name

* Mobile Phone No

* Email Address

* Licence No (for bulders etc)

Renovations
2 Posts
User

Yes please, KenClark has listed fields that would be useful.

 

Also JillS uses the 1st line of an invoice as I do.

 

In creating an invoice, I generally describe the project location and works description however I have to put a money figure in for this general explaination - leaving it blank is not an option.  It looks unprofessional to be charging a dollar or even a cent for a general description of the works being invoiced for.

 

And, I agree with Krickett that the Item field is of no use, and the option to delete or hide this field would be useful.

 

Finally, when the detail in an invoice consumes half the 1st page it prints to the 2nd page with a great deal (approx a 3rd of the page) left as white space on the 1st page - can we have some greater control over the size of fields?

 

Regards,

Dan

Valued Partner interAccounts
133 Posts
Valued Partner

I agree with all the above comments.

 

Having a header option would be really helpful (just like AccountRight).

 

There are some types of businesses which require more fields than others, so it may be a good idea if these extra fields are attached to the company types when setting up the company. That way its only there for those who need it, and not annoying those who don't use it.

 

The other option is to have an option to turn on/off these fields so anyone can access them if they wish.

StudioNero
4 Posts
User

I wish Essentials had a "Description" field, which would appear on the Quote, Invoice and Statement. It is too confusing to tell what is going on from just a list of invoice numbers.

 

Digital_Icon
5 Posts
User

Hi Myob team

 

Totally Agree!! I have just moved accross from Accountedge and this is a key feature that is well needed for I am guessing most users. 

 

To be able to add Blank lines and Description fields is something I need and use for every quote. To send it to a client with a $0.00 value looks unprofessional

 

Regards

 

Cameron McLean

JulieBeans
6 Posts
User

It is essential to have  a "searchable" field for companies own use ( or maybe even 2!!). Here we can input our own reference number or plant name/number.  This would make it so much easier to look back at the jobs done on a certain site/asset....  if we get questions over previous work done. Or for any other reason.

sammy007
1 Post
User

I would really love a description line too. As a service provider and jobs can last for a week or more, I would also love to be able to place a date beside each line, not just the date that the invoice has been generated. My old MYOB programe had an option of invoice templates, ie. Professional, Service etc. This would lso be great.