AaronWhite
Experienced User
Joined 12 years ago
User Profile
User Widgets
Contributions
Sales: Prompt to save changes when closing window.
While working on a invoice / bill, or modifying an existing one if you press the escape key all of the work is deleted without a promt. Could a promt be added to confirm this before deleting changes? I understand the quick fix is to not push the key, but my fingers have a mind of their own at times! :smileysad: "Escape key deletes unsaved invoices"Time Billing: Enter Multiple Activity Slips - Remove of auto-populated date when editing dates
When entering Multiple Time BillingSlipsthe date will usually auto-populate to the same date as the last line entered, which is great, but if try to change this after I have entered data on that line, it will change to the current month. Eg, The date today is 02/06/2015, I'm entering data for last month, say 20/05/2015. If I enter the customers name, and then try to change this date to the 21/05/2015 it will then change the month to 06. I know its only a few more numbers to type, but its unexpected and usualy tab out of that box before I realise MYOB wants to live in the future. :) Also the date range at the top (which is a excelent feature)always reverts back to the defult current month. If I enter last month (01/05/2015 to 31/05/2015) then press record the date will change to the current month (01/06/2015 to 30/06/2015) Any way to make life a little more simplier and get MYOB to remember my dates that are entered for the session? "Month updating to current month when entering data" Date will correctly populate from last one entered, reclickinginto that field will change it to be the current date.2.9KViews2likes2CommentsCards: Add email address of general correspondence (different to invoice email address)
We have a couple of customers that request we email their invoices to one email address, and general corospondence to another. Is there a possiblity to add these to a card file, instead of using the Address 1 / 2 method which does not explain what each email is a default for? "Multiple email addresses for customers"21KViews184likes27CommentsSales: Time Billing - Consolidate activities by date (not full invoice)
While you can consolidate Time Billing Activities on an invoice, it would be handy to be able to consolidate by date. We may have multiple entries on a date for the same Activity, and this is all I want consolidated, not for the complete invoice. "Consolidate Activities on Invoice"Statements: Produce only for customers with overdue balances
I only send Statements to customers that have a overdue balance, yet I can not find a way to do this easily (without running reports and selecting each overdue customer individualy). I suggest a filter (similar to "Include customers with Zero Balance") to show only customers with a overdue balance. My A/R in the To Do List knows which invoices are overdue, yet this is not transperant in the statement window. "Printing/emailing Statements only to customers with overdue balances"4.1KViews8likes3CommentsRe: bank feeds option to create enter and pay bill not just spend money
Steven_Mwhen was this implemented? We have always had the option to select Pay Bills. But if you read through the comments above that was not the suggestion. FoleyBusMansuggested "I go in and see a transaction on the bank feed. It is related to a bill. I go to 'Pay Bill' but the particularinvoice has not been entered into the system.I press the 'New Bill' button to open a new purchase-Bill. " Tacticalmentioned "This would allow the user to enter the bill allocate it as required and have it paid with the details that are in the bank link screen. This would allow the user to seamlessly add the missing invoice without having to go to leave the bank link process." And lastly I suggested "the ability to enter a purchase based on a "Bank Feed line" be added. (Drop down menu like Bill Rule etc)" After going into the "Pay Bills" option, there is no way that I can see to then create a bill. I think the idea behind all of our comments is that we can go into the bank feeds, and for eg see that MYOB has taken some of our money. We have their invoice sitting in our pile to do, but not yet entered as a bill. We would then click on "New" --> ""ENTER BILL", enter the bill details, then at the bottom of that window apply how much the Bank Feed is showing, and record. All from the one window. Can you please add this back to the Ideas List. (Or even better, implement the idea :) ) Thnaks Aaron5.2KViews0likes0CommentsRe: Bank Feeds improvement: auto-search invoice numbers
Great idea!, even if there were a simple search under "New > Receive Payments", then you have the choice of either entering the customer name or Invoice number. Some of our customers payments just show a Bank Account Number not their name, and then just their invoice number. I agree the automatic matching would be great, but I would imagine that MYOB would have a strugle matching some fields, if a space is added in the wrong place or something, hence why a manual lookup would also help! :)6.2KViews0likes0CommentsEnter Purchases in Bank Feeds
I suggest the ability to enter a purchase based on a "Bank Feed line" be added. (Drop down menu like Bill Rule etc) At the moment if I have not entered a invoice from a supplier, I must go out of bank feeds, into enter purchases, populate all the information, back to bank feeds (or pay bills) and then create / match a payment. I understand that there is the "Bill Rule", but this wont allow me to enter bills for one off suppliers etc, that require a account that might change between suppliers. If this were to go ahead, then the amount could be populated, the payment date, the bank account, and possibly the supplier.With some suppliers we need to code the invoice to a specific account, though it could be one of many depending on what machine they are supplying parts for. Thanks5.6KViews0likes1CommentCursor Default in Find Transactions
When I go to Find Transactions, the cursor is not in the Search Field as it used to be in v19. It would save alot of clicking, and time if I could click on Find Transactions and start typing instead of having to click up into the search field.6.7KViews0likes0CommentsRemittance advice default in preferences
Thanks for finnaly adding the default method of sending Remittance Advices to the card file, but unfortunatly the default for every new card is to Print. We email RA's to only a handfull of suppliers, and dont print any at all. In the old version 19 when you changed the RA delivery option in Pay Bills this would be remembered for the next time. So when I change to Already Printed or Emailed, I woudnt have to then go and change their default. Also perhaps adding in Preferences or Easy Setup a default for new Cards so that I can set this to our most commonly used. Now I have to go through 100's of suppliers and change each individual one to Already Printed etc.4.4KViews1like0Comments