TSGTanya
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Joined 12 years ago
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Adding text in description section browser version in quotes
I've searched and searched and there does not seem to be a way to add text only(blank row for text only) in a quote without adding a category. In an invoice you can and in AR version you can. If you do it in AR this then makes the quote read only in browser which then limits further modifictations. Simple things like this which have been addressed for sometime now need to be added/fixed.52Views0likes1CommentAttachments on Purchase Quote & or Purchase Orders
This has been brought up many years ago and today I thought I'd try it again but alas, when creating a bill from the inbox with attachment, changing it to a quote or order the attachment disappears and does not return to the inbox. At least if we close the order/quote prior to recording it the attachment should go back into the inbox. Or better still, sort having attachments to these areas. You've done this with Sales invoices, time to add it to purchases.26Views0likes1Commentkeep quote and invoice numbers the same when converting
AR does it but browser version doesnt. It is annoying when the both of these systems are not synced. Even though on AR I have selected to keep the quote number the same when converting to invoice, it wont do it on browser version. Can you please sort it so the settings are synced from AR to browser and visa vera?61Views1like2CommentsRe: Create super payment being debited prior to authorised future date
Thanks! So just to clarify, I can create a super payment, future date it then go back in on the day I want it to come out of our account to authorise it, is this correct? Would be good if we can create, authorise with future date!107Views0likes1CommentChanges to customer details on invoices - via Browser version
Some customers request billing address to be different after entering an invoice. Atm this isnt possible via the browser version but can be via AR desktop. Deleting and starting again only takes more time. We buy & pay for these programs to reduce our bookwork time. Please impliment the ability to make changes to customer details on invoices.108Views0likes1CommentHow do i change the locked date via MYOB browser? - found solution via business settings.
I like to make notes on invoice via the Customer PO number but if I want to change these after a locked date has been entered, how do I then do this? I could do this on AR app but cant find where on browser. So I'm having to go back to app make changes, then come back to browser atm.Solved289Views0likes2Comments