Additional information in the sales register
Please consider adding new information in the sales register. I have many sales per day and most of my customers are on account, so invoices remain open until the following month when they are paid. I need a way to look at my sales register at the end of the day and see if each sale has been completed shipped. Currently there is no option for me to do that. Perhaps even a blank column for me to put in any information I choose would be helpful. Thank you for considering my suggestion. Sue
Search Invoices By Keywords Within The Invoice Description
A feature that we would really like MYOB AccountRight to have is the ability to search the invoice description by keyword. We use the “Service” type invoice and often type something like “For the fabrication of custom mud guards” in the description on an invoice. Often we want to look up previous invoices and we know what the job was, such as fabricating mud guards, but we don’t remember what the invoice number or date was. If we could search for “mud guards” and all invoices with those words in the description would show up, then that would be very helpful for us. We did use a different accounting software program in the past and it was a feature that they had which was very handy!
Auto-save invoice number
Users would like the ability to save an invoice number at the time of recording a transaction. When there are multiple people doing invoicing, the invoice number is not particular to that one person. Its whoever saves first gets the invoice number which can prove difficult when there are multiple users. This idea was originally posted 11 months ago with a total of 3 votes and 3 comments.Invoices to show $0.00 amounts when emailed/printed
Some items have a description but a $0.00 amount. Currently this shows as a blank space in the amount column when the invoice is sent or printed, users would like to see the $0.00 amount displayed in the column to make the invoice make more sense to clients. This idea was originally posted 3 years ago with a total of 4 votes.Why not make the Online Payment Option set within a Customer's Card?
We have about 5 customers out of hundreds that prefer to request their emailed invoices with an online Credit Card payment option when receiving their invoices sent through MYOB. So, we have must have the default setting turned to Active to enable this option. This means however all customer invoices by default have the Online payment option active and we have to manually switch it off at time of entering every invoice for the bulk (99.9%) of our invoices. It more than annoying as it adds an unnecessary step to every invoice creation. Why not have the option to have online payments active or off set from within the Customer's Card instead? It could be a simple check box under the Selling Details tab of the Customer Card Information window.
Turn off "link to MYOB" option, or make it be approved by the supplier customer, and/or allow supplier customer to disconnect customers
The fact that other MYOB users who are customers of ours can link their files to ours for receiving their invoices without us being notified, or even being able to run a report to find out who has, is just plain rude. In the old ideas exchange, one of the moderators said it was to make life easier for all MYOB customers. However, just because it makes it easy for one of your other customers doesn't make it right for you to pass our internal CONFIDENTIAL breakdowns to our mutual customers. Even if you eventually allow us to turn off the invoice summary that is now included in MYOB cover emails when sending invoices from MYOB (also sending our CONFIDENTIAL information to our customers without us realising until recently), this still won't stop customers linking their files to ours and still seeing that information. We are not trying to hide anything from our customers. They are given a lump sum quote which they accept. INTERNALLY (or so we thought) we allocate that to different income accounts in MYOB. We send them a lump sum invoice without showing our internal breakdown. The descriptions we have on some of those line items are abbreviated codes our staff understand but are goobledygook to the customers and just makes us look extremely unprofessional when they see it at their end. Stop distributing our internal information to our customers. We often don't even know until we discover it by accident.
