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MYOB Essentials

Job Description on Sales Invoice

3Posts

16Kudos

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3 Posts
User

Hi There, 

 

It would be really helpful to have a Job Description Field on the Invoice and Quote's. There is the notes part but this does not show at the top of the invoice / quote and there should be something specific that people can use (or not use) to describe the job - this is essential when quoting for jobs that are very specific. 

 

Cheers

Current Status: Open
Last Changed: April 2015

Hi @DanielandAshley

Thank you for clarifying that information.

I would encourage other users that would like to see a separate field, unrelated to the Notes field, to be added to vote and comment if required for this idea.

11 Comments
MYOB Moderator
37,090 Posts
MYOB Moderator

Hi @DanielandAshley

Thank you for your idea in regards to Essentials and description fields on sales invoices.

Would the ability to move the notes field on the invoice be what you are after or would you perfer another box, separate to the Notes field, that the user can enter data into on the invoice that can be printed above the invoice table data?

3 Posts
User

Personally I would prefer another whole box, as a job description box is specific to that job / quote. But you may still need to use the notes box for more generic or general notes relating to your business ie/ we are moving address changing our phone number etc etc. My husband is a builder so currently we have nowhere (other than the notes box) to actually cover ourselves by specifically saying what the job is. 

 

Thanks

Ash

MYOB Moderator
37,090 Posts
MYOB Moderator

Hi @DanielandAshley

Thank you for clarifying that information.

I would encourage other users that would like to see a separate field, unrelated to the Notes field, to be added to vote and comment if required for this idea.

7 Posts
Cover User

Please include a job address field for invoicing and quoting. Currently there is no way to give a client a billing address and job address! This was possible in the old MYOB accounting v10! Every other invoicing programme worth it's salt has this functionality included.

Many of our clients are repeat customers with more than one job address. It will make matching jobs to invoices so much easier for both me and my clients. I will have clients ring and ask which job site was a particular invoice for, with this functionality, it will make this task EASY!

aren't we supposed to be able to get on doing the things we are good at? (advert)

7 Posts
Cover User

I would also find this incredibly useful, and am surprised that it is not standard, as it was in the old original versions of MYOB. The field would ideally need to be a searchable field as most of my clients have multiple site addresses. 

MYOB Moderator
790 Posts
MYOB Moderator

Thank you for your feedback and comments @Locklogic

 

Essentials is a basic online accounting software that does not have the ability to have jobs or job descriptions. The developers are interested in seeing the ideas that clients have for our products, this allows for them to prioritise the changes and enhancements for the upgrades.

1 Post
User

Hi,

 

Most service industries require a job address field. Please include this as it changes with every invoice but might be billed to the same account. I was able to change the 'Bill To' field on every invoice.

2 Posts
User

I would find an editable field just below customer details very useful.

3 Posts
User

Agree with DanielandAshley.

 

Would like to see the ability to write in the description field without having to complete the other columns.

Finding it frustrating not to be able to title up the invoice with the name of the job.

This is unrelated to the notes field.

 

Thank you.

2 Posts
User

I absolutely agree - its a pretty standard thing for consultancies that work on a per project or site basis to need to put a project or site description above the invoice details/ description.

An easy and possibly universal way of achieving this would be to allow for another freeform text box (like the existing notes box but without a title), immediately above the main invoice description table.