Card File: Ability to set head office cards/accounts
One feature that is lacking from MYOB is the abillity to have a Head Office account so multiple customers can have their invoices combined onto one statement. for example one of our customers is a chain of hardware stores currently we use one account (ABC Hardware - head office)to invoice the store in the PO# we put the PO # Town it would be much simpler if we could have an account for each store (much easier when looking at their history) that is then charged back to the Head Office account and will appear on one statement easily identified by our customer as PO # Town Inv # Hope thismake sense :) "Customer Cards - Head Office Accounts"24KViews42likes41CommentsOnline Payments: Credit Card Surcharge
Can there be a check box added that willautomatically add the fee's associated with Pay Direct Online to the invoice if i choose to pass them on. Once checked it should add a disclaimer to the invoice that a 2.2% + 0.25 cent transaction fee applies to all payments processed through this service. Then when thecustomer selects view invoice they should be presented with 2 options: firstly - print and pay (direct debit/cheque) the normal invoice amount secondly - a pay now button that has the service charges added, which should also clearly state they are MYOB charges. The pay now button would need toautomatically generate an updated or a standalone invoice for the transaction fee's "PayDirect Online"23KViews105likes41CommentsSales: Send invoice with an external attachment
I am really embracing Live Accounts, i am actually enjoying my MYOB again. I would love it if i could send my invoice email with attachments, at this stage the customisation of the invoices is no where near what i need, but if i could add the excel PDF included as an attachment, i could send the basic invoice from MYOB with all the included ionformation inside. Just a thought. Troy "Send invoice email with attachments"19KViews20likes30CommentsSales: 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!"13KViews49likes21CommentsReceive Payments: Ability to receive a payment in bulk from multiple debtors into the one account
Hi, i would like to put forward the idea of "bulk receiveing payments" from multiple debtors into an account. To put into context, we run an online business where we get several sales a day via our website and ebay. We load our customers individually (onto separate cards) and many of our customers are also repeat. From the invoices we naturally receive a number of payments each day - going (usually) to the same accout - be it paypal, chequing account etc etc. It would be handy and very time effective to be able to "select" all debtors who have paid into the same account on a particular day and "process" with one click of a button. From a back end persepctive effectively it is selecting multiple trade debtors (DR) and allocating to an asset account (CR) in one move rather than doing this individually. NB. Emailing the invoices is not important to us - as we print and enclose with our packages. Any work around or implementation would be greatly appreciated! :) Best regards, Matt "Bulk Receiving of Payments"9.9KViews36likes17CommentsSales: Ability to set a default form for invoices and another for quotes
I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice. In other words: We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms. An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??) If anyone has any ideas, please post them :smileyhappy: "Separate default forms for (item) Quotes and Invoices"9.2KViews19likes13CommentsContacts: Individual customer type
We are in the trial stage of MYOB Live, we have two issues that may steer us away from the program. We are a lawnmowing & garden kerbing business, with a fairly even split of business and individual clients. When creating a contact for an individual, we can see that we have to put the client name in the business name field - dilemma is, if we put say Andrea Zappia in, it will appear correctly on the invoice, but will be listed under A in all of our reports - on the flip side, if we create as Zappia, Andrea then it will list correctly in our reports under Z, but will appear on the invoice as Zappia, Andrea, which we feel looks unprofessional. Can we see the facility of Individual customers being created? Secondly; a majority of our clients have a different billing to shipping address; in particular we have customers who own rental properties, and both addresses need to be reflected on the invoices; similarly business clients with more than one site whom we service. Presently only the billing address appears on the invoice and the only way the shipping address can be inserted is to manually insert in the notes section of each invoice; with approximately 120 clients this is a big negative. So could we see the auto insertion of a shipping address on the invoices as is done in other MYOB products. Look forward to your response. Helen "Creating Customers - Individuals & Inserting Shipping Address onto invoices"6.1KViews4likes8CommentsSales: Notes to customer increase character limit
Hi, Would it be possible to have more room available in the notes section? I run a Mechanical workshop and some of the "stories" I need to write about the work carried out is long winded. I'd like more room to be able to have the complete write up on the customers invoice instead of attaching a seperate piece of paper to their invoice. Your consideration is much appreciated. Chris "More room"6KViews15likes10Comments