Setup: Recurring transactions in MYOB Essentials
Good morning Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list? - Can we have recurring transactions for sales, bills, spend money & receive money Thank you Heidi107KViews468likes226CommentsForms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"45KViews260likes80CommentsSetup: Ability to use Jobs
Several of our clients have multiple rental properties and we need to dissect the various properties. Essentials would be an ideal tool for this, but we don't seem to be able to segregate transactions - not worth the additional expense to use Account Right level of product - jobs would be ideal "Essentials - ability to use Jobs"57KViews259likes137CommentsEmail: Be able to add a proper CC field to emails
Hi Guys, We have a situation where a client needs to email asalesinvoice to multiple customer contacts as well as cc it to various internal stakeholders. The only way you can do this at the moment is by either manually adding all emails to the email field in the contact card (fine for customer email addresses, not for the internal stakeholder ones), or manually checking and changing each email as it goes out to have the right people on it (not effective you have large numbers of customers). Ideal solution would be adjust 'Email' in the Contact card to be 'Primary email' and have a new field called 'CC Email' which then flows through to the email screens. Now that 2016.1 has its own email engine, this should be relatively easy to accomplish. Cheers, Liam22KViews238likes39CommentsOnline Emailing: Viewing content/message of ALL Emails sent
It would be great if either (a) we could see the message content of ALL emails, including statements OR (b) we could choose which emails to send directly from AccountRight and which not to send. e.g send Invoices but not Statements. reason - had a customer balk at comments in a Statement email which was amended just for them, as they were seriously overdue, but we cannot see the message - therefore it would be good to either be able to see it, or choose not to send specified email types (and this choice would inlcude a breakdown of the Sales and Purchase email types e.g send Invoices but maybe not send Quotes). "Emailing"28KViews179likes61CommentsDisplay: Increase font size
might be ok for younger eye's, spare a thought for the older generation. Why the hell has the ability to change fonts gone & window sizes. Now the only way to make this stupid program readable is to redoo the screen resolution, Even MS excel has the ability to zoom, might be time to dump MYOB me thinks!! "small fonts & window sizing"64KViews177likes110CommentsEmail: Ability to set senders email address for Outlook
Hi, the fact that Myobautomatically uses Default emailaccount in Outlook is totally wrong move. Lets say that we have 5 email account in OUTLOOK, default is FRED@ and the one that I need to use for Invoicing is ADMIN@. I am sending invoice via MYOB that will automatically use FRED@ in my Outlook. Does that make any sense? NO. It does not. How hard would that be to configure MYOB to be able to set whatever account in my OUTLOOK will be the MYOB account? I know that your answer is going to be this: You can set default ADMIN@ and when you use OUTLOOK without MYOB, you can choose your account FRED@ manually. This would be veryunproductive and very hard to manage. The reason why you have to make the feature ,, CHOOSE OUTLOOK EMAIL ACCOUNT,, available is that people can use appropriate outlook email account with different email signatures. 99.99% companies havemultiple emails. Please let me know what you think....:-) Have a good day Fred "Outlook Email Default for MYOB"28KViews123likes35CommentsSetup: Allow windows to be opened in another screens
Would MYOB see the benefit of being able to move some windows to a second screen? With a lot of information available at any one time it can get quite confusing. I realise reports cand be moved and I can try opening a second session on another screen but it would be good to be able to drag a window from the main screen to a second one. "Make use of dual screens"8KViews118likes13Comments