Forms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"45KViews260likes80CommentsEmail: Be able to add a proper CC field to emails
Hi Guys, We have a situation where a client needs to email asalesinvoice to multiple customer contacts as well as cc it to various internal stakeholders. The only way you can do this at the moment is by either manually adding all emails to the email field in the contact card (fine for customer email addresses, not for the internal stakeholder ones), or manually checking and changing each email as it goes out to have the right people on it (not effective you have large numbers of customers). Ideal solution would be adjust 'Email' in the Contact card to be 'Primary email' and have a new field called 'CC Email' which then flows through to the email screens. Now that 2016.1 has its own email engine, this should be relatively easy to accomplish. Cheers, Liam22KViews238likes39CommentsOnline Emailing: Viewing content/message of ALL Emails sent
It would be great if either (a) we could see the message content of ALL emails, including statements OR (b) we could choose which emails to send directly from AccountRight and which not to send. e.g send Invoices but not Statements. reason - had a customer balk at comments in a Statement email which was amended just for them, as they were seriously overdue, but we cannot see the message - therefore it would be good to either be able to see it, or choose not to send specified email types (and this choice would inlcude a breakdown of the Sales and Purchase email types e.g send Invoices but maybe not send Quotes). "Emailing"28KViews180likes61CommentsDisplay: Increase font size
might be ok for younger eye's, spare a thought for the older generation. Why the hell has the ability to change fonts gone & window sizes. Now the only way to make this stupid program readable is to redoo the screen resolution, Even MS excel has the ability to zoom, might be time to dump MYOB me thinks!! "small fonts & window sizing"64KViews178likes112CommentsEmail: 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"28KViews123likes35CommentsSetup: Allow windows to be opened in another screens
Would MYOB see the benefit of being able to move some windows to a second screen? With a lot of information available at any one time it can get quite confusing. I realise reports cand be moved and I can try opening a second session on another screen but it would be good to be able to drag a window from the main screen to a second one. "Make use of dual screens"8KViews118likes13CommentsEmail: Attach multiple files to an invoice email
Currently when sending an invoice from MYOB AccountRight, we would like the ability to send more than one attachment to an invoice. We are able to hit the Attach button, although after selecting one file to attach, the attach button is greyed out. How can we work around this please or can you update the functionality to attach more than one file please? Thanks Nathan Elcoate12KViews108likes14CommentsForms: Statements - Due Date column
Hi,I'd really like to be able to put the due date of invoices on a statement (I have been hoping this would be implementedfor years). Some of our clients have different due datesfor different things they orderand it is never clear on a statement exactly what makes up the aging period 1, 2 and 3 or what is actually overdue.I think this would help us greatly with getting clients to pay on time and displying to them exacly what we're "harassing" them over :) The field is already there and can be used in invoices, so I'm not sure why it isn't availablein statements. I dont want to have to use another field or enter in the due date for each invoice (as some suggestions I've seen previously). Thanks "Due Date on Statement"16KViews106likes22CommentsForms: Remittance Advice - List credits line by line
I am new to MYOB, but very unhappy with how the software deals with credit notes on remittance advices. When we pay Suppliers ( 100+ per month) we always have a mix of invoices to pay and credits to take. Whilst the system will take up the credits the Supplier is not getting the breakdown on the remit advice. The remit advice needs to show invoices line by line and ALSO credits line by line. That way the Supplier knows exactly what the total amount represents. I have discussed this issue with 2 Live Chat consultants and both have no solutions, one even suggests to "hand write" the information. The remit is supposed to be emailed so that option is not professional enough for such a well known system. My previous software package of 20 years handled this simple accounting task perfectly. Keen for feedback and also a software enhancement quickly. Given credit and invoices are entered the same way except with a negative value I am surprised this issue has not been resolved by other retailers paying suppliers years ago! "Supplier Remittance Advice needs to list credits line by line!'31KViews100likes76Comments