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

MYOB Essentials

Invoice Screen sorting

Contributing Partner

10Posts

12Kudos

0Solutions

10 Posts
Contributing Partner
New
New

On the screen that lists all of the invoices, while you can currently sort the columns, it would be great if you had the option to filter the invoices for a certain period of time (eg just list all invoices issued in a particular month, quarter or financial year). For clients that have a large number of invoices, it can get really tedious when looking for invoices, having to scroll through pages & pages of invoices. 

2 Comments
Contributing User LiamB
7 Posts
Contributing User

YES PLEASE!!!!

 

I send out invoices at the end of each month, so it would be so handy to filter invoices with a specific due date.  Then I can easily see which invoices need to be sent.

 

It would also be useful to have a "notes" section on invoices that customers don't see.  At the moment, I use the purchase order field to note down "invoice sent" so I can easily see from the invoices list which ones have been sent. 

bencam82
1 Post
User

This would be great, even if its only the current financial year. It would be great to get a snap shot of the years invoices without having to run a report. Its frustrating in essentials that you cannot close off previous financial years.