Stuckster
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Joined 12 years ago
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Re: Banking: Emailing Receipt option
_-_-_-_-_ Interesting. Not something we had thought was going to be an issue until you just mentioned it. This post might get taken down, but considering how little the mods monitor this forum, probably not :) When you say they only took data from 2022, do you mean using Xero's migration service. I believe they outsource this to a third party to assist with onboarding new customers. As far as I know there shouldn't be a limit on the amount of data you can import into Xero. Therefore could you look at manually importing any additional data via templates? Might involve some shifting data around in Excel, but not too difficult. This link might help. https://central.xero.com/s/article/Import-customer-invoices?userregion=trueRe: Banking: Emailing Receipt option
Very brave@Leneth_A > We understand the importance of your request to your business, I don't think you do. Otherwise it would have been prioritised and implemented 10 years ago when hundreds of users first started requesting it! >we appreciate your patience during this time. Can you still call it patience after 10 years! I think patience turned into disappointment, frustration and finally anger a LONG time ago. Please be assured that your suggestions and feedback will be communicated to the team. Ok. Sure. Whatever. Too little, too late. Feel free to post again anytime you require further assistance. The ultimate irony. This must be a joke... I certainly got a giggle out of it. It's nice to know that after 10 years of requesting this feature with no one listening or taking any action that we are free to continue asking for more assistance. Clearly MYOB's priorities do not align with ours... and many other customers. We have already trialled Xero and will be switching at the end of the financial year.Re: Banking: Emailing Receipt option
It's time to face facts. MYOB is never going to implement this feature. We sensed this back in 2018, so we created our own solution to automate the creation and emailing of receipts. So glad we did. But it's time to move on. We are currently trialling Xero. I'd suggest others do the same. Unfortunately it seems MYOB will only sit up and listen when we vote with our wallets.Re: Banking: Emailing Receipt option
So the latest version of Account Right has just been released andonce again no new features enabling users to email receipts. I see so many users still frustrated by this. So... by way of reminder, we built our own solution to do exactly this.See my comments on page 14 https://community.myob.com/t5/AccountRight-Idea-Exchange/Banking-Emailing-Receipt-option/idi-p/178538/highlight/true/page/14 We are emailing hundreds of customised receipts, with personalised subjects and emails with the click of a button, using data exported from MYOB. Yesit costus a little bit tobuild, but it's paid for itself many times over with the time and effort it has saved. I guess you need to weigh up the benefits for your own business vs the opportunity cost of continuing tomanually create, save and email pdfs to customers or worse still, printing and posting individual receipts.Re: Banking: Emailing Receipt option
I've received a few enquires about the "Receipt Emailer" solution that I created to tackle this issue, so thought I would post some additional info. It's designed to be hosted on the backend of a website running an SQL database. For example, my wife's business operates using a combination of MYOB, Wordpress, Excel and Gmail. So we decided to install it as a Wordpress plugin for additional security. Butsince every business operates differently the solution could be customised to work in other business environments. Here's a screen grab. As mentioned, receipt data is exported from MYOB and imported into the application.You can thenselect the records that need to be sent and it automatically creates the pdfs and sends them to each client/customer as a personalised email. Pdf's can be fully customised. You can also have multiple pdf templates. If you are interested please PM me (click on my name, then on the green Send Message button).Re: Banking: Emailing Receipt option
In the interests of making life a bit easier for everyone on this thread... We couldn'twait for MYOB to build this feature, so we created our own solution. We export receipt data out of MYOB, import it into our app then select the records we want to send. It automatically creates the pdfs and sends them to each client as a personalised email. It's working beautifully and is saving us countless hours of manually printing/emailing receipts to each client. Verysatisfying to click one button and see 50 receipts all emailed out. If you are interested or would like to know more please send me a private message (click on my name, then on the green Send Message button).Re: Banking: Emailing Receipt option
AnnieDrysdale ANY emailing of receipts of any kind, on any version or platform would be a welcome sign at this point! It's already been 5 years in planning without any progress to show. So I wouldn't hold your breath. Once again, paying customers must look to in-house workarounds and third party solutions to perform basic everyday accounting functions.Re: Print multiple sales invoices as one print job
This was also frustrating us. Fortunately we found a relatively easy workaround until MYOB fixes it. Most companies have a need to review monthly invoices before sending out to customers and this is usually done by someone who is not sitting in front of MYOB. We used to be able to print all invoices as a single pdf for easy emailing or printing, but this is no longer possible in AccountRight. Here's the workaround (for PC) using free software called PDF Creator. http://www.pdfforge.org/ Once you have correctly installed PDF Creator... 1. In MYOB select all invoices for printing and click Print 2. Select PDF Creator as the printer and click Print 3. A PDF dialogue box will open. Click "Wait - Collect" to open the print queue. 4. You will see each individual document loading into the print queue. 5. Once they have finished loading, click Document > Combine All 6. Wait a few seconds for PDF Creator to combine them into one pdf. 7. Click on Documents > Print That's it! Hope it helps.
