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

MYOB Essentials

Sales: Include permanent notes

Cover User

5Posts

116Kudos

0Solutions

5 Posts
Cover User

We put a few notes on our invoices that are the same for every invoice.  It would be good to be able to have a permanent note section that we don't have to reinput for every invoice.

 

It would also be great to have RDO accruals in the payroll section.

 

"Permanent notes on invoices"

Current Status: Done
Last Changed: November 2013

You are now able to have permanent notes in LiveAccounts invoices. Type in your notes and tick the 'remember this?' box above the notes field. The notes will now appear on all your invoices.

5 Comments
Partner
50 Posts
Partner

You can insert a text box onto the invoice and have different invoice forms for different customers. Is it the same message for all invoices or different depending on the cusotmer, or different depending on the order? If differentfor different customers you can use the fields in the Card File on the Card Details tab.

YOu set up a field called say "invoice text" create a list of different texts and then select the one you want for each customer.

 

Then when you go to the invoice form, you insert that field where you want it and it will print whatever is in that box.

 

Eg. we have fields for "Deivery Run" so when the invoice prints it tells us which tray to put it in for each driver.

MYOB Moderator
3,488 Posts
MYOB Moderator

Thanks for the suggestion. If any one else would like to see permanent notes on invoices in Live Accounts, please vote on this idea.

MYOB Moderator
3,488 Posts
MYOB Moderator

Hello Bumper,

Unfortunately LiveAccounts doesn't have the capability to have text boxes on invoices like AccountRight can.

Former Staff
4 Posts
Former Staff

Hi kk13,

 

We think your idea is great and will be useful to thousands of users. We're building a solution at the moment that lets you remember an invoice note, which will then be used as the default note for new invoices. We're testing it at the moment and hope to have it released soon.

MYOB Staff Post
584 Posts
MYOB Staff Post
You are now able to have permanent notes in LiveAccounts invoices. Type in your notes and tick the 'remember this?' box above the notes field. The notes will now appear on all your invoices.