Attaching Files to Customer Accounts
I am not sure if this is possible, but we attach customers statements to their accounts when they are sent at the start of the month. When attaching files they show a preview of the file attached like so --> However I want it to show the file name for example (Customer Name Statement for December 2024) as it makes it easier to find than having to click through each one to find out which is the right one. Is this possible?SolvedReceiving payments from a customer that is on credit hold
I want a solution that 'flags/ notifies ' the user when entering a 'receive payments' for a customer that is on credit hold. Currently putting a customer on credit hold only prevents any further sales on their account but doesn't prevent a payment being applied to their account, so how do you know to take the customer credit hold? I know reports can be run or we can look on the customer card register , but I want to know if the customer is on credit hold at the time of processing the payment.Solved115Views0likes6CommentsCreating different groups of employees for payroll
Hi Is it possible to create different groups of employees for the purposes of processing payroll? For example, all of my employees are paid on Monday on a weekly basis. I would like to be able to split the employees up and process all administration staff in one payrun, and the remainder in another payrun. Is this possible? Regards DonnaSolved109Views0likes1CommentKnowing what Bank Rule is being applied
Hi I'm having a similar problem to what was listed here Know which rule applied | MYOB Community. The solution given 3 years ago was that there is no way to know what rule is being applied. In short: I have heaps of rules which exist. MYOB AccountRight (desktop) is currently grabbing a number of deposits and matching (incorrectly) them to an invoice rule and attempting to allocate to a particular customer. Given the number of rules which exist, it's not practical to check each rule. Question, is there a way to see what rule is being activated to match the particular transaction? Thank you.Solved49Views0likes1Comment