salesperson

2 Topics

Assigning more than one salesperson to an invoice!
Being able to add more than one 'salesperson' to an invoice would be so beneficial for our company. We have small teams of labourers (2-4 people) working on small jobs and need to generate a report that tells us what employees worked on specific jobs. The 'Salesperson' field on the sales invoice would be absolutely perfect for this but it currently only allows you to assign 1 employee!
kaag
7 hours ago Place MYOB AccountRight Ideas Exchange
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Assigning a User to an invoice created
Hi there, when creating an invoice - other than sales person is there any other way to assign a user to create the invoice? for instance - salesperson being the one who took the order or picked the product etc, but the person in accounts/admin who is creating the invoice on MYOB? in my company there are a few people to create invoices and for QC and follow up procedures would be good to know who did it - i know when you also have emailed a invoice you can see when it was opened/viewed and sent off, can you also see timestamps of when the invoice was CREATED? we have clients we dont always email invoices to, but print them! Any help would be grately appreciated!
Solved
Ashlee1001
3 years ago Place AccountRight: Sales and Purchases
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