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.
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.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.
Invoice Activity History
I would like to see a history with the date, time, user, and a brief summary of the activity for each invoice. For example: date time user invoice created date time user invoice edited date time user invoice emailed date time user invoice paid date time user reconciled Our previous accounting program had this feature and it was very useful for knowing what the invoice status was and who made any changes. Because of this feature, I was able to determine the person at the accountant's office who had incorrectly reconciled several transactions of our income as household expenses (inexperienced receptionist).
Multiple shipping addresses for one customer
I have just had my file migrated from AccountRight to BusinessPro and am disappointed to realise that I am unable to do several of the things that I have previously done on a daily basis. One of these is multiple shipping addresses for one customer. I need to charge/invoice the head office of a chain of stores that I supply for all of the product that I send to their numerous stores, but I need the shipping address on the invoice to show the store that received the product. i.e. there are many different shipping addresses, but all billed to one account. In Accountright I was able to do this by selecting the head office as the customer, and then choosing "another card" as the billing or shipping address - (all of the stores had their own cards)- and this way the relevant store's details ended up on the invoices, but all invoices for all stores were charged to the single account of the head office. I have just changed to Business Pro and there doesn't appear to be a way in this software to choose "another card" for a shipping/billing address. It would be great if this function could be added. P.S. When I was looking for a solution in the community forum, I did see that this issue had been raised a couple of years ago. I
Sales/service dates
I would like to be able to add a service date to my invoices, so I can do once a week billing. NDIS require a date service was supplied and MYOB does not have that function. this means I have to do a seperate invoice for every service I provide. Even if that’s 7 services in a week for same client!Adding hyperlinks to invoice emails
When sending emails from MYOB, it would be extremely useful to have the ability to insert our own clickable hyperlinks in the email body. For example, I could include a link for customers to leave a Google review. This doesn’t seem like it should be a major development task, as the automated MYOB emails already contain multiple hyperlinks. If those can be included by default, it makes sense that users should be able to add their own customized links as well.Apply Customer deposits to Sales orders in bus pro
For some reason, When a client pays a deposit for an order, Business Pro does not have the ability to apply the deposit to the sales order. So when the sales order is converted to an invoice, you then have to either "remember" that you have received a deposit. Looking at the list of sales orders does not tell you if a client has paid the deposit or not. Production can be held up unnecessarily. This feature is perfectly normal in Accountright.
