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

MYOB Essentials

Statements: Inclusion of banking details

seachange
Experienced User

33Posts

89Kudos

0Solutions

33 Posts
Experienced User
Australia

When sending statements, it would be handy to have banking detail information displayed on there similar to the way they are displayed on invoices so that customers can settle their accounts immediately. Smiley Wink Afterall, is that not the purpose of supplying clients with statements?

Current Status: Done
Last Changed: April 2015

Thank you very much for your suggestion.

 

It would be a convenient feature to include bank details on customer statements. Anyone else wish to see this feature added, please cast your vote and/or leave your comment below.

14 Comments
Signbuild
4 Posts
User
 
Gary99
1 Post
Cover User

Payment details can be entered to appear on debtor invoices so that clients can pay by direct credit to our bank account. However for some reason the details do not print on debtor statements. This seems odd and hopefully MYOB can get a fix in place quickly. Does MYOB have a timeframe for doing so?

Thank-you

Valued Partner JeffreyStephens
110 Posts
Valued Partner

Hi Gary,

 

MYOB statements can be customised. You could solve your problem by adding text fields to your statement and then editing them to contain your bank details

 

Jeff Stephenson

Accounting Addons

 

 

 

 

 

 

 

 

 

Ultimate Partner Kym__Yeoward
1,635 Posts
Ultimate Partner

MYOB Essentials WishList: Please add a check-box to the Payment Details screen - e.g. "Include these payment details on customer statements".

Munge
4 Posts
Cover User

Yes please add bank details to statements so payment can be made then and there without Invoice or  if client has misplaced invoice.

APRW
1 Post
User

Hi, I would really love to add my payment details to statements also, lots of customers are asking for it and have to manually do each one.

Thank you

Fiona

MYOB Moderator CloverQ
7,069 Posts
MYOB Moderator

Thank you very much for your suggestion.

 

It would be a convenient feature to include bank details on customer statements. Anyone else wish to see this feature added, please cast your vote and/or leave your comment below.

SEQGenetics
1 Post
User

Yes I also agree,  I have clients contacting me asking for bank details, I have had comments like 'I meant to contact you last week to ask for the banking details' so it is delaying payment to us by not having the banking details on the invoice. It seems a lot of people these days pay on the statement so it would be financially beneficial to businesses to have those details on the statement, Thanks so much for your consideration :-)

 

GlennSparrow
38 Posts
Cover User

Hi,

 

It would be a great idea for Payments details ( bank accounts ) to show on the emailed / printed statements in Essentials Accounting.

 

It woudl be great if the company logo was inserted as well.

Experienced User John_P
43 Posts
Experienced User

Agree on these two features being added to the Essentials customer statements.

 

It's important that some level of customisation be introduced to the Customer Statements being sent to clients. Having a logo and Payment Details would be greatly appreciated when the Customer Statements are sent out.

 

Thanks.