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

MYOB Essentials

Customer statements

Cover User

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1 Post
Cover User
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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.

5 Comments
5 Posts
Cover User

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

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

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.

4 Posts
Cover User

They also need to me presented inline with your account terms. If i send a statement is shows the 30, 60, 90 days and so on, but i want to be able to edit that as our business has 10-14 days. that way if i send a statement out at 3-4 weeks its will not just list the invoices but it will list weather they are outside of terms or not. They also need to show the purchase number/Job Name next to each invoice

2 Posts
User

TCustomer Statements need activity not just current outstanding invoices. Customers want to see invoices billed and payments made as well as opening & closing balances to be able to reconcile each month. To be able to select a date range is also a requirement.