Buffd's avatar
Buffd
Experienced Cover User
2 years ago
Status:
New

Sales, Receive Money and Receive Payments attachment option

Im surprised that since a request back in 2015 the feature to be able to attach documents from an intray to sales, receive money and receive payments. It is so important to be able to attach purchase orders to sales created in myob for clients. Also remittance advices for payments from clients.

10 Comments

  • DebS_5's avatar
    DebS_5
    Experienced User

    Hi

    I find this amazing that we cannot do this in MYOB by now, after all the suggestions etc.  Xero, Quickbooks and many of the software have this included. 

     

    Could you please look at doing this in MYOB as a matter of some urgency.  Thank You

    Xero

    Use the library for online file storage. Attach files to invoices, bills, receipts, inventory items and contact records.

    •  
      Email, drag and drop, upload and attach documents
    •  
      Upload multiple files in one go from your phone or desktop
      • . .
      Create a new transaction from the file library
    • with one or more files
    • attach
    • Quickbooks

      • Add PDF.co and select action event Document Parser. Add Quickbooks Online and select action event Find Customer. Add QuickBooks Online and select action event Create invoice.
    •  
  • The advantages would be so much to allow to put documents on invoices ect

  • Sean_DC's avatar
    Sean_DC
    MYOB Moderator

    Thank you for your suggestion. We'll relay your idea/feedback to the relevant team.

  • We would LOVE LOVE LOVE to have this feature - an intray for sales so we can attached signed delivery dockets for proof of delivery.

    The software is already set up on the purchases side so we can see it can be done.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi Julia1988 

     

    Thanks for your post.

     

    We will relay your idea/feedback to the relevant team.

     

    Best regards,

    Doreen

  • I think most users are tired of hearing the standard response as per two comments above:

    "We will relay your idea/feedback to the relevant team."

     

    Users would like enhancements requests actioned.  This has been asked SO many times, to add documents to General Journals, Orders, Sales, Receipts etc.

    C'mon MYOB, get with the program :)

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi, Pauline23

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    We are also waiting for an update from the relevant team regarding this concern. A timeframe has not yet been provided to us. Adding a feature to the software may take some time, and the reason we are encouraging you to please take a moment to write your ideas on our AccountRight Ideas Exchange board is for us and for our developers to take your ideas and suggestions into consideration.

     

    We truly appreciate your patience regarding this.

     

    Best regards,

    Doreen

  • Why will it take so long considering they have it on the expense side already.

  • HDG's avatar
    HDG
    Experienced Cover User

    This feature definitely should have been done by now. You mustn't have actual bookkeepers that let you know what are good ideas or not otherwise the features that actual customers are asking for, which majority are in the bookkeepping arena would have been implemented by now. Waiting 20 years for a function is just unbelieveable.   

  • If you log into the online MYOB portal you can attached documents to sales window so why not when you are using MYOB just from desk top?  Why are we still waiting for this?????