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Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list?
- Can we have recurring transactions for sales, bills, spend money & receive money
i believe there should be a function in LiveAccount to reproduce recurring Invoices or Transactions
This would be a great if transactions could be set up as recurring. It would also help with running payable reports and budgeting.
The recurring transactions function in all previous versions of MYOB is a fantastic tool. It it one of the functions that puts MYOB ahead of all other accounting softwares. A similar function would be fantastic in MYOB LiveAccounts.
I raised this several months ago and still no function for recurring transactions - how hard can it be?
Or even to be able to save an existing invoice as a template.
I would like to be able to setup recurring sales transactions to some of our clients and have then automatically email the invoices to the customers email address stored in their card. This would help us immensly as we do not run MYOB on a regular basis and most of our invoices are for a fixed monthly amount.
This is a feature which I can currently only find in Xero. Hope MYOB can implement this request ASAP.
Definately - being able to produce a recurring invoice would save a lot of time - Accountright Standard has this and is used each month
Is there an estimated date for implementing recurring invoicing? As this feature would really enhance your product.
I'm an accountant and have seen it so many times however noone has been able to do it yet. Not xero not myob no one, yet it seems like such an easy task.
Being able to do an invoice so for my volleyball club that I do accounts for, for example I have 250 players that I need to invoice the same amount for fees each year.So being able to create one invoice that has $100 fees for the year and then going to customer and ticking all the customers that need to be charged that invoice with it automatically changing the reference numbers etc.This is so adaptable to so many industries and so many clients I don't understand why noone has done it yet. Please feel free to develop and let me know when you have complete it!
MYOB needs to develop his feature as Xero allows to create a invoice for multiple customers by using contact groups.
In MYOB, it is possible to select multiple customers when creating a new recurring sales invoice by copying an existing recurring transaction but when the new recurring transaction is saved, it creates an individual recurring transaction for each customer selected, Therefore to create all the sales invoices by selecting each recurring transaction created and then click on use recurring transaction. For 250 customers this is a very time consuming process. The solution would be add a check box slection column to the recurring transaction screens allowing users to select multiple recurring transactions before clicking on use recurring transaction.
Could a better solution be developed using the MYOB API Interface ?
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