Verukins's avatar
Verukins
Contributing User
8 years ago
Status:
Archived

Sales: Saving a list of services/descriptions to use on invoice

When evaluating MYOB 2016.2 (after using MYOB 16 for years) i was quite surprised to see that very little progress seems to have been made, at least, in the areas where i use MYOB.

 

Specifically, it would be handy to have:

  • Ability to set a default directory for saving invoices
  • Ability to set a default directory for invoices on a per client basis
  • Ability to set a invoice for to be used on a per client basis (one for time billing, one for "normal" sales)
    • This would ease the process of billing our international customers (for example) - who we use a seperate invoice form (as they need different information)
  • Ability to include the employee name on time-billing invoices
  • Ability to track projects
    • PO#, value, hours, charge rate/hour, lookup number of hours remaining (integration with time billing)
    • Place some of the above information (such as hours remaining on PO) on a time billing invoice

 

The lack of these in MYOB 16 was concerning, but since there has been no movement in over 10 years, i have to ask - is MYOB just not intended for services based businesses? If not, thats fine... bit if it is, these seem like gaping emissions.

 

"Make MYOB a little friendlier for service-based businesses"

2 Comments

  • Is it possible to create a dropdown list within AccountRight for the description field on service invoices.  Our invoices have a lot of repetitive entries and would be a lot easier and quicker if there was a drop dowl list on service invoices

  • Status changed:
    New
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages