mcv
Experienced Cover User
Joined 10 years ago
User Profile
User Widgets
Contributions
Jobs: Include transaction history in Job Information window
in the job list tab from the list drop down we can see the job name/description/invoice/cost/espense when we click on the white arrow we can see the job information but we cant access any of the other information... can we link that with 3 arrows with each - invoicess / costs / expenses "Job Information / costing"3.7KViews0likes4CommentsStatements: Emailed PDF name
when emailing statements out to customers there statement is attached to teh email via a PDF that myob generates, this file is default saved in the email as 'EStatement' and there is no way to change this, when will we be able to select a different file name to save this as????? "Emailing Statement name of PDF file"7.9KViews37likes10CommentsJobs: Job List - Linked Customer column
can we please have the linked customer field an option here - at the moment i have to use the customer name as the job name so i can search for each job - i think this is a vital column that should of been integrated long ago. "job list - column chooser - customisation"1.7KViews1like0CommentsRe: Customised Header and Footer parts for use in default Reports
there are so many little functions like this - not a very hard job for a programer to fix, hell i could do it if they gave me it open source... the developeers really let this software down, we pay good money yet nothing is spent on development... just profits for the owners.... no wonder more and more people use xero...2.6KViews0likes0CommentsRe: Search Quote numbers
i just posted a similar post - being able to select which fields are available to see in the windows, but deffinetly should be an option in the find transactions window you can search by invoice number - but this just brings up invoices only - not Quotes Either let the system bring up the quotes as well when searching for invoices or have a seperate tab so you can search quotes only.6.2KViews0likes0CommentsCustomisable Windows
When we are using differnet tabs in MYOB it would be nice to be able to select the fields that we want to see in some areas this is possible but why cant we have this option on all windows in Myob for example - in my sales register i am looking up a old quote as the customer asked again for it - i have many to pick from and this can be time consuming, if i could add the 'memo' option i could save time - as shown in the other window - which is the one that pops up when you try to make a sale but there are outstanding quotes, we should also be able to close the quote, instead of deleting it....3KViews0likes0CommentsRe: Require customer PO to record invoices for a given card
Also take note that sometimes my statements all go out of whack when i send a invoice with proforma as the PO number - sometimes i dont get the order number until the next month and then if i dont change dates the customer gets a statemetnt with an invoice that shouldnt be there.... Really need the Proforma Invoice option.... its not a quote... and its not a invoice.. its in between...4.9KViews0likes0CommentsRe: Require customer PO to record invoices for a given card
1 option for this is to create a customised quote form with the word "proforma Invoice" on it this will mean the invoice isnt in your system until the order number is recieved and you have processed it i have the same problem and usually just use PROFORMA as the order number untill i recieve one and then resend it when i have one, this is because i usually use the mobile app to send invoices and sadly the mobile app only lets us do invoices - not orders or quotes, and not purchase orders - its really hard to operate when im busy, having to use BS order numbers and then late on match everything up - do they not realise people dont always order from a desk? a Better option would be for MYOB to create a PROFORMA INVOICE option for the layout, alot of corporations use these now and i think its time MYOB moved with the times, alot of other accounting software has this option and prob why those companies stay away from MYOB Maybe if its to much trouble to make the app have the layout option then MYOB could create a app for each layout? Invoice - Quote - Order - Proforma Invoice - Purchase orders - job list , then we just download whatever apps we want to use,11KViews0likes0CommentsRe: Due Date on Statement
Add the available field to the customisable form "statement" this date just has to link to the information in the card file ... but i just added a txt box on my statements with the due date on it... Can we have an option to change the file name that the statements get saved as??? Estatement is very unprofessional12KViews0likes0Comments