DeeRoss
Experienced Cover User
Joined 10 years ago
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Re: duplicated invoice numbers
Hi, I was just reading your request and if you go to Setup / Preferences then to the Sales Tab you can set to "Warn for Duplicate" and set to "Invoice and Customer PO" and on the Purchases tab set "Warn for Duplicate" to Purchase Order and Supplier Inovoice", Hope that helps you out :) Kind Regards, Dee :)1.7KViews0likes0CommentsAdding attachments to Sales Quotes
Is it possible that the Sales windo has an In Tray to add drawings etc to Quotes and Orders? This would be a most beneficial additon to the Myob AccountRight as we would be able to then print orders with plans instead of going back to the hard copy. Thank you. Doris1.2KViews5likes0CommentsRe: how to find a card that is linked to an account
Hi The Doc< Thank you for your suggestion. I think i will do that, but it still leaves it in the chart of accounts. We had so many defunct accounts in the old system, hence why starting the new one. It is so frustrating that when you've checked every possible card for the link and you cant find anything! I've attached the pic of what I'm on about. Once again, thank you for your input - I have done that. Kind regards Doris1.2KViews0likes4CommentsRe: how to find a card that is linked to an account
Hi Lisa, Thank you for your suggestion - sad part is that I've only just set up the new chart of accounts and no transactions have been made in the system, except for 1 invoice that is not linked to that account at all. Kind regards, Doris1.2KViews0likes0Commentshow to find a card that is linked to an account
I have set up a new accounts list on a new MYOB database. I have entered an income account that I now wish to delete, but it won't let me delete it as it says that it is linked to a card. This is frustrating as i have checked all of the cards - customers / suppliers / items - these being the areas that the account may be linked to. None of them have that particular account number in them. Is there a way that i can run a report (and not the one under accounts as it won't show up what i need) that will find the card that is apparently linked to the account? Thank you in advanceSolved1.3KViews0likes8CommentsRe: Find transactions - quotes
Hi Steven, Thank you for that information, but sadly often we don't know the ID of the customer as all we have is the quote number to go on. The only other way to get around it quicker, at present, is to open the sales register and sort the quotes by number. Although this works, it is still time consuming and frustrating. Hopefully MYOB will, sooner than later, return the quotes to the find transaction window :) Thanks, Doris6.4KViews0likes0CommentsRe: Find transactions - quotes
Hi Steven, Just another quick update re trying to find quotes - as we have only just upgraded to the online version, we are still finding idiosyncrasies between Premium V19.10 to AccountRight on line version. We use the PC desktop version. We run a seperate spreadsheet for Quote/Invoice numbers so that we can keep track of what numbers we are up to. If by accident another one of us uses a quote number that has already been issued and MYOB throws up that that number has already been used in the system, it then involves a search for which client that number has been assigned to. The only way a quote can be found is if you know the client and the client contact name or have the quote window open and search by quote number, which when you have an extremely large amount of quotes can take some time. Even though a Quote is not a transaction, it WILL on many occasions become an order and not having the function to find quotes easily is time consuming and extremely frustrating. I am sure that there are many more MYOB customers that would greatly appreciate the return of being able to find quotes from the find transaction window ASAP... we use it EVERY DAY! Thanks Doris P.S... wish one could vote more than once to get things back :)6.1KViews0likes0Comments