Customise the Footer of the Invoice
I had a look but couldn't see this as an idea already. I've just switched from desktop MYOB to online and my only frustration is that now my invoices are going out to customers over 2 pages purely because the "View your invoice online" section and the "how to pay" section take up so much space. I only have online payments and Bank deposit as an option so there is a massive gap of at least 3/4 of the width of the invoice with nothing in it. Why can't i reduce the height and have the bank deposit details sit horizontally across the last 2-3cm of the invoice instead of sitting vertically and taking up at least 6-8cm in height. It would be perfect if i could have the Bank deposit section use up 50% of the footer area and then have the View your invoice online using the other 50% but not taking up so much vertical space. If i could do this then my invoices would be fitting onto 1 page with no problems.
MYOB assist does not give customer total due
The existing invoice app shows total balance due for a customer when you select Contacts. The new MYOB assist app does NOT show total balance due for a customer when you select Contacts. Please don't retire the invoice app before you have updated MYOB assist app to show total balance due for a customer. It would be even more useful if the app could show the amounts due in the different aged periods, current, 30, 60 and 90+ days = total.
Allow customers to electronically accept quotes and provide PO details
Currently, MYOB allows us to send quotes to customers, but there does not appear to be a simple way for the customer to electronically accept the quote. It would be very useful if customers could open the quote and formally accept it online. This would reduce double handling, remove the need to manually track quote acceptance, and make the quote approval process clearer for both the business and the customer. In some cases, we also require a customer purchase order before work can proceed. It would be helpful if, when accepting the quote, the customer could enter a PO number and optionally add comments or notes. Suggested fields/actions: Accept quote button PO number field Optional customer comments field Confirmation timestamp showing when the quote was accepted This would make quote acceptance more efficient, reduce admin overhead, and create a cleaner audit trail.
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!
ITEM SALES REPORTS
MYOB item sales reports default to the description stored in your inventory list rather than the customised line-item text entered directly onto individual invoices. This occurs due to the database structure. MYOB links item sales reports to the original item profile (Item Information) rather than the transactional line text of a specific sale. Furthermore, the reporting engine currently lacks a column to swap or override this default description with the customised invoice line description if you edit the text during data entry. It’s high time this shortcoming was rectified to save us all the hassle of manually exporting the fields into a new database and running tailored reports.
Send copy of invoice with reminder
It would be helpful if MYOB could attach a pdf of the invoice to the automatic reminder emails, as we are finding more and more customers have a policy of not clicking on links. We send all our customers a pdf copy with the original email, but they don't get anything with the reminder. Don't know how difficult that would be to achieve but it would save on admin time.Auto-Build capability in the browser
Hi, I use Auto-Build in the desktop version of the software but it isn't available in the browser version. It makes the browser version almost impossible to use for sales as it keeps showing as items are out of stock and won't let me record sales. There is nowhere to use the Auto-Build unless you are using the desktop version of the software. Any chance that it can be included in the browser version and even in the Invoices AppAbility to add Notes to Quotes/Invoices
Can you please update browser version so we can add notes without us having to add a category/price, as we can in the AR version. If i switch to AR and add the notes, I'm then unable to edit it in browser version. So frustrating moving back and forth between the two programs.
Remove view invoice link
Please remove the view invoice link from our emails. We do not use the online payments and our invoices are sent via outlook. Our customers are using the link and it takes them to a blank error page. This is unprofessional. I now have to send the invoices to myself and forward them after removing the link. I send a lot of invoices each day and this is time consuming.
