Spend money: Attach documents
Hi MYOB Team, I was delighted about the announcment of the new In Tray feature offered by Essentials - an extremely sensible and practical solution to storing invoices against a transaction. However, I was disappointed when I learned that you can only do this for "Bills".I think many people would be pleased if this functionality could be expanded to include all transaction types. For example, if I go to the petrol station and pay for petrol, I still receive a tax invoice. I would like to be able to scan this and upload it to In Tray and then link it to a "Spend Money" transaction. I hope you will be able to accomodate this request, otherwise people will not be readily able to move away from a paper based record keeping system. Kind regards, Jai "Expand In Tray Feature to all transaction types"
Email: Ability to set senders email address for Outlook
Hi, the fact that Myobautomatically uses Default emailaccount in Outlook is totally wrong move. Lets say that we have 5 email account in OUTLOOK, default is FRED@ and the one that I need to use for Invoicing is ADMIN@. I am sending invoice via MYOB that will automatically use FRED@ in my Outlook. Does that make any sense? NO. It does not. How hard would that be to configure MYOB to be able to set whatever account in my OUTLOOK will be the MYOB account? I know that your answer is going to be this: You can set default ADMIN@ and when you use OUTLOOK without MYOB, you can choose your account FRED@ manually. This would be veryunproductive and very hard to manage. The reason why you have to make the feature ,, CHOOSE OUTLOOK EMAIL ACCOUNT,, available is that people can use appropriate outlook email account with different email signatures. 99.99% companies havemultiple emails. Please let me know what you think....:-) Have a good day Fred "Outlook Email Default for MYOB"Sales: Discount column
I agree with the other users who have asked for a discount column (in both invoices and expenses). It was the one feature that almost convinced me not to switch from AccountEdge to LiveAccounts. Also, the fact that price fields are limited to 2 decimal points now means that when the total GST inclusive price shows up, it is often incorrect. For example, if an itemsells for$3.50 including GST, it is set up in the item list as having a price of $3.18 excluding GST, but then when entering an invoice, say somebody bought10 of this item, the total price including GST comes out at $34.98, not $35. A fix would be either to increase the number of decimal places or to allow a GST inclusive option in the item details. This is wasting a lot of time for me. "Discount column... PLEASE!"
Take payments: Prompt to apply oustanding customer credits/returns
You should have a feature in Essentialsfor when a customer overpays, the additional amount can be applied to their next invoice easily. At present there is no function to process an overpayment except to change the invoice amount temporarily so that the payment can be allocated, then you have to change the invoice back to the original amount. It would be handy to have a facilty that stores the amount of credit owing to a customer and asks if you want to apply it when the next invoice is generated. "Customer in credit"
Sales: Drafting invoice to come back to later
I'd like the option to save an invoice as a draft so I know it's not complete. Preferably I'd like all the invoices to be drafts until I specifically finalise it. This way there is no confusion as to which invoices are complete, which have been sent to the customer, and which still need information added. "Saving a Invoice Draft"Invoices: Sub-Headings, Sub-Totals and Blank lines
Hi All, MYOB Essentials does not allow Sub-Headings, Sub-Totals and Blank lines in Invoices & Quotes - this is a massive oversight of basic functionality, and I would request it be added as soon as possible. Xero and QuickBooks Online have this feature. Honestly, even lines that can just be filled with a description would be great - at present a line cannot be added to an invoice without a quantity, account and a price, and blank lines are removed when the Invoice/Quote is saved. I would imagine these are fairly straight forward features to implement, and low hanging fruit to bring MYOB Essentials in line with it's direct competitors. Thanks in advance. "Sub-Headings, Sub-Totals and Blank lines in Invoices & Quotes"
Sales: Email - Select from different email common templates
I would like to be able to select from a number of different pre-saved email templates when sending invoices. I often re-send overdue invoices to customers as a reminder - it would be nice if I could select an 'overdue invoice' template for the email when doing so, rather than needing to re-enter the message text every time I do this. The current behavior allows only one template, which I find rather restrictive. "Multiple email templates for invoices"
Online Payments: Bitcoin payment option
I would like to see Bitcoin added as a payment option to MYOB Essentials. Configurationoptions could include: upload your own QR code or input your public key to generate one automatically indicateexchangerate from date of invoice; and indicate if using Bitcoin, Litecoin or some other cryptocurrency There are of course several dilemmas with accepting cryptocurrencies, I guess one of the most obvious ones is a fluctuating exchange rate which could mean goods become under or over valued, and the anonymityof the transaction. So what does the community think? How would you imagine it implemented if at all? I would really like to offer customers the ability to pay using BTC but I certainly don't want customersfeeling vulnerable. Maybe it's something that should be reserved for online payment gateways. "Bitcoin payment option"