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

MYOB Essentials

Customer statements: Date (range) selection

1Posts

165Kudos

0Solutions

1 Post
User
Australia

There is no way to select a Date range for the Statements in MYOB Essentials

 

There is no way to choose between Activity or Invoice type Statements in MYOB Essentiasls

 

"Statement Date in MYOB Essentials"

Current Status: Open
Last Changed: May 2015

Hi @justin2011

 

Thank you for your idea in regards to MYOB Essentials and statements.

Currently statements in Essentials are invoice based designed to show you the invoices and the payments relating to that particular invoice based on today's date.  I would encourage other users that would like the ability to select a date for Statements and to have a statement based on the activity of the  customer's card to vote and comment if required for this idea.

72 Comments
GreenVan
2 Posts
Cover User

I think it would be great if MYOB essentials had a date range function in the statements so that you can send customers statements from a particular month only.

 

AndyH_NZ
1 Post
User

For voluntary organisations using Business Essentials, where the volunteer accountant or administrator isn't always available to run statements on a particular day, building in a dynamic statement date field would be really helpful.

evolution
Contributing Cover User
12 Posts
Contributing Cover User

It would be great if you could see when statements are sent.  Currently you just get an email saying statements sent, but there is no way of knowing which customers this relates too.  If you miss one out you can't tell.

Tallie_M
Former Staff
4,461 Posts
Former Staff

Hi there @evolution,

 

Thanks so much for your suggestion. I've merged your idea with this one given the similarities between the two (this would result in more comments and kudos for this idea making it more likely to be given priority).

 

Cheers,

 

Tallie

LouiseMech
1 Post
Cover User

MYOB Essentials customer statements lack info and really dont look great.

They need activity not just current outstanding invoices. Customers would like to see invoices billed and payments made.

It would also be great if we could select a date range when emailing or printing statements.

Also need to be able to add logo.

mrsbegg
5 Posts
Cover User

I agree LouiseMech.  They don't have any styling.  There is nowhere to put a logo. 

grandprint
4 Posts
Cover User

great idea! also the ability to send the statement to all contacts in the contact card. it only sends to the primary contact

MH5
5 Posts
Cover User

having a date range for statements is a must, cannot believe its not done already

Sheryl
Experienced Cover User
40 Posts
Experienced Cover User

Both features would be useful - many of my clients like an activity based statement. 

 

 

Geoff_S
1 Post
Cover User

Agree, I would like to see more functionality regarding customer statements.

 

I am the Treasurer for a small club. We run multiple events per annum, for which members are invoiced separately. When generating customer statements, all invoices for that customer are listed, however the 'Description' field for each invoice simply says "Sales Invoice". This is not meaningful for our members as it doesn't tell them what each charge is for (ie Membership, Function 1, Function 2, etc).

 

I do not need the additional functionality of AccountRight, nor can my club afford the additional fee. So while I understand Essentials is designed to be a basic package (which is all I need), I am a little surprised and disappointed to find it does not provide the functionality to generate meaningful statements for repeat customers.