Show the ACTUAL date not "three weeks" or "one month" ago when viewing the invoice activity in the invoice portal
Since statements and reminder emails don't add to the contact log, I have to collate that information with the 'sent emails' information and/or the 'view invoice activity'. It would be nice if EVERYTHING triggered a contact log so it's all in one place, and recorded the actual date so I can use it when chasing money from customers or referring them to debt collection.
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!
Scheduled ongoing invoice reminders
I am shocked and disappointed account right does not have the ability to send invoice reminders on a continuous basis if the invoice remains outstanding. The schedule configuration sends the invoice reminder as a once off eg if it is set to be sent at 30days after the due date it will however it will not re send this in another 30days if the invoice remains outstanding. Also, when viewing the history of the invoice to see sent dates etc the scheduled reminder's do not list in this view, this is not user friendly when following up outstanding invoices with clients the history is vital during client communication re efforts to have invoices paid etc.Auto-save invoice number
Users would like the ability to save an invoice number at the time of recording a transaction. When there are multiple people doing invoicing, the invoice number is not particular to that one person. Its whoever saves first gets the invoice number which can prove difficult when there are multiple users. This idea was originally posted 11 months ago with a total of 3 votes and 3 comments.
Auto generate and fill PO or customer ref on recurring transactions
I have a bunch of recurring invoices every month and need to manually edit each one as they are created, to add the customer reference or PO number. I know that xero allows users to have the customer reference automatically added, including auto-updating fields such as [month], [year], etc. The lack of this feature in MYOB means that I cannot automate invoice creation and sending as I need to edit each one first, which costs me hours. Is this feature likely to be added?
