Change of customer
The ability to change a customer on a recorded tax invoice. Rather than delete and re-create the whole document, a change of customer function would reduce duplicating work loads and save a lot of time. For example: Sarah Smith has arranged work to be completed at a property, however upon receiving the tax invoice she has advised the property is in her parents name and the tax invoice needs to be made out to them. Alternative example: after completing work for Bob the builder, and invoicing Bob's Building, he has advised the work was for his personal property and needs to be addressed to Bob Bloggs.
Modification of Invoice templates in the browser version of AccountRight
It would be really nice if ALL the functionality of the desktop version of AccountRight was available in the browser version. For example: invoice templates cannot be modified in the browser version. Neither can a modified invoice template be selected as a default invoice template. Quite a few reports are not available in the browser version, and many of the ones that are available cannot be modified in the same way. The browser version of AccountRight is very much a dumbed-down version.
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!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.
Invoice Templates: Ability to select bank details
Frustration of mine is being unable to have multiple invoice templates, and change the bank payment details per invoice template, i have 4 bank accounts in use with bank feeds to MYOB too (association requirements) and would like to invoice specific to those accounts when issuing invoices, at the moment its very painful changing the bank payment details 'company wide', issuing the invoice, then changing the bank payment details 'company wide' again...
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.
