Suggestions - Advisory

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mm007
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Suggestions - Advisory

Two suggestions for MYOB Advisory.

 

1. Ability to change the entity name. The entity name is normally a long name that doesn't include the name of the business. When sending this report to the client it would be better to have the trading name.

 

2. When adding in notes, pressing ENTER does not add an extra line in the report. It is highly unprofessional to have everything come up on one line.

 

Thanks!!

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Steven_M
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Re: Suggestions - Advisory

Hi @mm007 


The MYOB Advisor report, as with the MYOB Dashboard, would use the MYOB business name. The trading name is not used as an identifier of that business and therefore will not be shown on the report or within the Dashboard. 

 

With respect to adding notes, while a line can be added to using the Enter key on-screen, this doesn't produce in the printed report. 

 

In terms of updating that to show the trading name and/or showcase those separate lines, to my knowledge, this is not something that we are looking at adding to that MYOB Advisory. It may be something that we do consider in the future, but nothing considered in the foreseeable future.

Kind regards,
Steven

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mm007
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Re: Suggestions - Advisory

Thank you Steven for your reply.

 

The only thing I will add is that both suggestions are pivotal as currently it looks very unprofessional for the client.

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