What’s new in MYOB Essentials? In the two weeks since I last talked to you, quite a bit actually.
Here’s a quick summary:
The invoicing improvements you want (yes, you can attach documents, and edit the email message you send with your invoices)
Easier ways to manage your bank feeds (including changing the linked account in MYOB Essentials)
A split view of documents in your In tray to make it easier to compare to the transaction
And here's the detail...
It’s easier to enter details from documents in your In tray
There’s now an even easier way to check the document against the details you’re entering into MYOB Essentials. The split view lets you see both the document and the details you’re entering at the same time.
Send a personalised message to your customers with your invoices
The most voted for feature in the Ideas Exchange is now part of MYOB Essentials!
Put a little more of your business into your interactions with customers by changing the default message you send with emails. Just in time to send a festive season greeting to your clients.
(You can even add information like your customer name and invoice amount into your email, for a really personalised experience for your customers. Just use the Email variables listed.)
Send other documents when emailing invoices and quotes
Always wanted to send your terms or a special offer when you email an invoice or quote to a customer? Now you can add attachments to your emails. (Just don’t get too carried away.)
Multiple emails on customer cards
If you’ve got multiple email addresses for a customer, store them all in your customer card.
When you email an invoice to your customer, the extra email addresses are added to the CC field for you. You can even drag and drop them among the To and CC fields if you really want.
One place for all your invoice and quote settings
To make it easier to customise your invoices and quotes, the Invoice and quote templates page and the Payment details page are now combined into one location: Invoice and quote settings.
This page is available from the Settings menu.
Change the look and feel of your invoices and quotes on the Styling and layout tab.
Let your customers know how to pay you by entering your details in the Payment options tab.
And update the email that goes out with your invoices, in the Default email text tab.
Easier bank feeds management
The new Manage bank feeds page combines all the things you need to better manage your bank feeds and linked accounts. You can get to this one-stop-shop from the settings menu, which makes a lot more sense, if you ask me.
From here you can link a new bank account or credit card to MYOB Essentials (signup for a bank feed), print the forms to complete the signup (if your bank doesn’t allow you to complete your signup from your internet banking), or cancel a bank feed.
And now, if you’ve linked your bank account to the wrong account in MYOB Essentials, you can switch the account it’s linked to.
Rather handily, we won’t allow you to select an MYOB Essentials account that’s already got a bank or credit card account linked to it.
(Note that some of the new bank feeds management will be available in NZ from today but won't appear in AU until early next week.)
Thanks for the feedback
A lot of the changes here are because you’ve been asking for them, whether through the in-product surveys or feedback button, from commenting on a blog, or voting on the Ideas Exchange.
So thanks to everyone who’s added their voice. We love hearing your feedback and we love that it helps us prioritise what to focus on. We’ll be continuing to work on areas that you’ve given us feedback on so please keep it coming. Also, if your pet peeve or grand idea for MYOB Essentials isn’t included in this list, there’s every chance we’re on to it, so stay tuned and keep an eye on the Ideas Exchange.