Find Transactions: Ability to search for quotes
In the previous 19.6 version i could locate a quote using the find transaction icon. in the new online version i can do this for orders and invoices but not quotes. I recieve now a lot of sales confirmations via email and often the customer sending the deposit or confirmation information is not the same customer listed on the quote, so it is important to have the quote number which is normally in the subject line, if they simply hit reply. the only way i can find the job is to type in this number. now i must find quotes in the sales register and as such if it is a month or to ago, this can provoke a lengthy time consuming search. can you re-enstate the finding of quotes from find transactions please. keith Phasey Managing Director NT Blinds 0413444257 "Find transactions - quotes"
Search: Include header accounts in select account drop downs
MYOB allows you to create Header accounts in the Accounts List and other lists (e.g.jobs, items, categories etc) But why does it not show these headers in the drop down boxes for ease of reference? (I know we cannot code to them, but it would be are really handy reference point). For example: Accounts list looks like: Training & Development (header account) Engineering (GL account) Construction (GL account) Staff Amenities (header account) Engineering (GL account) Construction (GL account) Drop down box looks like: Engineering (GL account) Construction (GL account) Engineering (GL account) Construction (GL account) (how are we supposed to easily know which account is which?) I do think this would be a useful featurefor making sure the correct account is quickly selected. What do other people think? If you agree with the simple suggestion, please vote for it. "Header Accounts - Ease of use"Find Transactions: Find and recode transaction
Would be great if a Find and Recode option could be included in Find transactions or on the edit menu, to locate and edit multiple transactions, at the one time. Very handy for busy bookkeepers and accoujtants - esp. those in practice. Xero has just introduced a similar feature. "Find and recode multiple transactions"
Receive Payments: Search for Invoice Number
Hi, I dont know about anyone else, but I find that more and more payments are being made by EFT and identified by the invoice number. It would be a real time saver if we could have a choice of entering an invoice number or customer name when receipting invoices. Currently you need to leave the window and go to find transactions to identify the customer by searching via the invoice number. Cheers Eileen F Adelaide SA "Identify Invoice # within Receive Payment"Bank Feeds: Search/Find invoice numbers easily in the Bank Feed Screen
Loving the Control, Shift F functionin AccountRight Live - Wow what a great feature MYOB. Would be great to have the same function work in the BANK FEED screen. I have a client that sends out hundreds of subscriptions orders for the same amount and the subscribers businesses have very similar names. The subscribers pay detailing their order number (invoice number) on the payments. I have been using the Control, Shift F Function through the sales register to locate the order number easily and apply the payment to the correct subscriber however I have to go between the two screens. It would be great if MYOB could incorporate the sales/purchase register into the Bank Feeds screen, with the ability for the screen to stay displayed on the page. Perhaps sitting to the right hand sideof the Bank Feed screen. Having the ability to close down the the sales/purchase register screen if you dont want it displayed.
Search: Ability to search for partial item description
We are a small business with a large volume of SKUs, and approximately 30,000 line items. We can't remember all the product descriptions so the ability to search within a description string is quite essential. Xero and Sassu both search the entire description whereas MYOB requires you to enter the exact description. This is a real pain to generate item based invoices. For example: Product Description: Dark Blue Shirt For MYOB you must search: "Dark" to bring this item up as an option, whereas you should be able to search for "blue". MYOB retailmanager allows asterisk and question markwildcard operators (ie *blue*) to search for a string within a string. At the very least Accountright should be able to offer this search functionality. I can't image it would be difficult. The same search functionality would be useful for Customer, supplier and pretty much any other searchable field. We will not be able to migrate invoicing to MYOB until this feature is enable or a suitable work-around (ie wildcards) is provided. "Improved search functionality for searching within item description"Sales/Purchases: Scroll through Customer/Supplier list
I can't scroll up and down using the mouse in this lookup. I have to manually use the left button on the mouse to drag down the slider. It is the same with the "find transactions" screen. Very frustrating and time consuming when I have 700 purchases to enter!. "Bug - Scroll on mouse won't work on this lookup"
Payroll: Search employee pay slips by employee name
New System has lost functionality. We were able to search payslips by clicking on a particualr employee. We can now only search payslips by date. This makes it more time consuming to send adhoc payslips when staff ask for it., or when we need to retrieve payslips for other reasons. "Unable to search payslips by Staff member"
