Mandy_L
Experienced Cover User
Joined 7 years ago
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Re: Journal by account name not account number
Thanks Tracey, i knew where to look, however the option wasn't showing up in the staff's myob. I have since rectified by giving the staff administrator rights, going in and setting up preferences and then assigned her back to a lower access level. I would of though there was a better way then to give administrator access rights as this then opens the rest of the software up to them in places they should not have access.540Views0likes0CommentsJournal by account name not account number
I have set up my new admin user to enter using account number instead of account name. For the life of me i cant remember how to turn off the account number so they are entering the account name. Is there anybody able to help please? :)Solved523Views0likes2CommentsRe: Customising Sales Invoices
HELP. My sales invoics are now not sending with any details - only as a default form. I know they used to look correct and have all the banking details etc as per what was customised. Not sure how long ago it stop working as i only send a few sales invoices per year. I have selected 'service' layout in set up preferences. I have gone into the card and changed to serivce for the lay out and chosen the customeised form. BUT it's still sending the generic MYOB form. I have tried customising a few different of the service invoices and changed them on their cards but nothing seems to be working. Is my MYOB corrupted or is there something that i seem to be missing??????? I have printed the form direct from where i have entered the invoice into and it is printing the correct form. Just not when i email it?!?!586Views0likes0CommentsCustomising Sales Invoices
I am having troubles getting the correct sales invoice attached to the customer card. On the 'Sales' set up assistant I have chosen 'Service' for the Layout. . On their card i have selected ' Service' for the sales layout and the printed form I have selected the customised form. But the actual form that gets emailed out is a generic form that comes with MYOB. I know that I used to send out invoices and all the information was attached. Im not sure when this changed as i dont send many sales invoices out. Does anybody have any ideas?Solved