Statements: Don't produce statements with $0 owing
When generating statements up to a particular date (e.g end of last month) MYOB provides a useful tickbox option - "Only included statements up to invoice date". However, you don't honour the "Include customers with zero balance" tickbox in concert with the previous option. i.e. you still list all these zero balance statements on the basis of the fact that the actual balance of the account is not zero (because of invoice(s) AFTER the specified date). "Suppress the printing of statements with $0 owing"9.4KViews28likes15CommentsStatements: Add option to preview before printing/emailing
Idea Name: Add Preview option to Print/Email Statements Screen Idea Text: Please add a Preview option to the Print/Email Statements screen, so that I can view a statement on the computer without printing it "Add preview option to the print/email statements screen"20KViews86likes32CommentsShowing invoices on statements
Somehow I have deleted out some information on our statements. How do I add invoices/date/description/charges/paments and balance to the statement? I clicked on add fields but none of these are there. Help! Need to get statements out today being 1st of the month.SolvedStatements: Credit refunds don't appear on Activity statements
When producing (print/email) an activity statement which has a cheque refund of a credit within the data set, the cheque refund does not show on the printout. I have checked that the system has correctly recorded the credit and the date and bank account entered. However all these seem to be correct. Please fix so all relevant money in/out of a customers account is shown on the statement to avoid confusion! "Activity Statement does not show credit refund cheques when printed."2.3KViews2likes1CommentFields on Statements missing when I email them
I have an old version of MYOB (V18) which is perfect for our small business...until now. I can print off Statements but when I email them some of the fields are missing. Invoices email fine so I dont understand why this is happening?? Hope someone can point me in the right direction to fix this issue ASAP.Solved757Views0likes2CommentsSending statements to multiple email addresses
How can I email customer statements to more than one email address? Some customers want their statement emailed to them and their accounts department but it only lets me email to one address. When emailing invoices I have the option to choose up to 5 email address so send to at once. Can we please have this for statements also?SolvedSales: Email message character limit increase
Being limited to approximately 256 characters for invoice and statement Email Message text is not friendly. I would like to include a lot more detail in the Email message area for statements and invoices. 1000+ characters would be nice. Another feature that would be nice would be to have; 30 day, 60 day and 90 day Email statement templates (email message content). i.e. when performing a statement run if you have a 30 day, 60 day and 90 daytemplate in the system, any clients with monies outstanding in the 90 day column automatically receives the 90 day email template, people with monies over 60 and under 90 get the 60 day email template etc.Obviously the 90 day template would be informing the client that we are about start getting verynasty. 60 day template would signify that we are terminating services, and30 day template would be requesting that the account be paid promptly. "Email message content + Email statement templates"18KViews67likes29CommentsStatements: Include invoice amount column for payment lines
Would it be possible to add a column to the Activity (&/or Invoice) Statement Form for "Amount of Invoice"? At the moment there is a "Ref No" column but nowhere to let the receiver know how much the Invoice attached to the Ref No is. I think they need to know the amount so that they can check that the amounts they have entered into thier system matches the amounts for which they have been invoiced. A column between "Description" and "Payments" should work. "Extra column to Statements"1.6KViews2likes0Comments