Neither the Report in Outstanding Invoices or the Filter for ‘Show Unpaid Invoices’ in the ‘Invoices’ area are showing accurate results. Neither include a) Invoices that have been part paid & still have an amount outstanding b) It does not include Invoices that have been 'Saved' however not emailed or printed – these however do apparently effect the General Ledger, Accounts Receivables & the GST Collected accounts. It’s pretty important a client be able to get accurate information Re: Outstanding Invoices/Debtors – they rely on this kind of information
Suggestion for Solution: Possibly bring back the 'Draft' button & reconfig the 'Saved' as active/live invoice. Have it so the 'Draft' does not effect the GL/AR or GST figures untill it is 'Saved', emailed or printed. You could leave the 'Saved' button & exclude them from the GL/AR/GST results however new clients/start ups will be entering historical data they don’t necessarily need to email or print as they will have already been sent. As this program is likely to have a lot of people with historical data it will cause confustion as it will not report their outstanding invoices correctly.
WHY: this is meant to make things easier for the client (person we are doing bookkeeping for) & these kind of reports are something they like to be able to pull up themselves & be confident that the reports are correct. It would be good to have both the 'Draft' & 'Saved' option so that the 'Draft' does not effect the GL/AR or GST until either saved, printed or emailed. Love to hear users & MYOB's thoughts/feedback on this. Thanks & Regards Annie
"Request amendment/upgrade to Report functionality for Outstanding Invoices & Filters for 'Show Unpaid Invoices'"