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Product Ideas

Print/Email Invoices: Set default Sales Status

Cover User

4Posts

4Kudos

0Solutions

4 Posts
Cover User
Australia

I have several people using MYOB at any one time.  As they need to print different types of documents, invoices, orders and quotes is it possible each user could set a default document in the print option and it remain there when that user opens in the morning?

 

"Printing"

Current Status: Open
Last Changed: April 2015

Hi @ruth_mbj3

Currently the user access allow for the printing of all invoices not just quotes, order or invoices. You can go to Sales>>Print/Email Invoices>>Advance filters and change the Sale Status to be the required option. However this is not a user specific setting, so when you close the file this information is loss and then goes back to the default of invoice.

I would encourage other users that would like to see the option of setting a print option for each user based on sale status to vote and comment if required for this idea.

1 Comment
Steven_M
45,180 Posts
Former Staff

Hi @ruth_mbj3

Currently the user access allow for the printing of all invoices not just quotes, order or invoices. You can go to Sales>>Print/Email Invoices>>Advance filters and change the Sale Status to be the required option. However this is not a user specific setting, so when you close the file this information is loss and then goes back to the default of invoice.

I would encourage other users that would like to see the option of setting a print option for each user based on sale status to vote and comment if required for this idea.