Bank Feeds: Search/Find invoice numbers easily in the Bank Feed Screen

It would be really helpful to have a seach of invoice numbers and/or Client ID,  when applying payments so you dont have to go to the sales register first as many people do not use the correct reference - ie Mary Smith when the job was invoice to her partner John Brown!!  or they only put an invoice number as reference or their card ID

A flag on timesheet and the summary page of payroll that shows leave balance (especially if none left!)

Being able to attach PDF to debtors invoices or card file

Thanks

Pene

I really like this idea.  I think Bank Feeds are a great function, but can often be difficult to receive a payment when you only know the invoice number and it is the purchase order number that comes up on the receive payment screen, not the invoice number.

Thanks for your vote Andy I am glad I am not the only user wanting this feature.  Hopefully we get some more votes :smileyhappy:

Hi Suja_P

Just check back on this "idea" l know it only has 6 votes however this feature would save so much time.   Processing deposits would be cut in 1/2 if we could search invoice numbers etc within the bank feed screen.   At the moment we have to go between both the screens.

I hope this is on the road map to be implemented sooner rather than later. 

Regards

Clouds

Suja_P Liam_M Just revisiting this post from many moons ago.    This is all we really want to be able to do the search in the bank feeds screen (without darting all over the place to get the information).  Would improve work flow a lot.   Example below there is even a blank space for it:smileywink:

If you could put a search invoice number function within the screen that stays on the screen until you refresh or search again.   This way users can click straight onto the "receive payment" and select the customer.   Also include order numbers as well in the search criteria 

AlanT do you agree is this what you want as well.   I am surprised there is not many votes thus far.

CloudMindAcc

Liam_M

Kelly81

Suja_P

Andy10

Dale

Dale_Dixon_

TimR_

TimReed

Hi Renae,

Actually, I'd prefer to see the option in the Receive Payments window as this would make the feature useful in more than just the Bank Feeds module.

This would allow you to find what invoice the payment is for by selecting either the customer name or the invoice number without having to pop up the <CTRL>F window and juggling two windows at once.

Having found the customer that the invoice number relates to, it still should list the other invoices for that customer.

Too often MYOB add a 'feature' in one place but don't follow through so that it applies everywhere.  It would be good if they did some genuine user testing *before* releasing a 'work in progress' feature, then listern to and acting upon the feed back from real users, not just their programmers who don't actually have to make a living out of *using* the software.

Regards,

Alan

@Liam_M @Suja_P @AlanT  I agree the search function would be even better where Alan has suggested :smileyvery-happy:

I constantly have customers only putting a reference of the sales invoice number on their bank transfer. Would be great to be able to apply a payment by finding an invoices number without having to go and find out who the customer is - then coming back into bankfeeds to apply the payment.

Hi Everyone

I'm excited to announce that with the release of AccountRight 2017.2 the option of Advanced Search has been added to the Customer List in Recieve Payments. This will allow the user to search for the invoice number, customer or total of the invoice to make payment on it.  

This Advanced Search option will also appear on Recieve Payments transactions from Bank Feeds.

You can find out more information about this and other changes, including information on obtaining AccountRight 2017.2 from AccountRight 2017.2 now available.