H-TS
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Joined 6 years ago
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Add options for date fields
MYOB used to remember the year of the last date entered in a field. It was mildly inconvenient in January but overall, especially when running reports, it was great. So if my boss suddenly wanted reports from last year for the end of each month, I could type, for example, 31.3.24, and run the report (which would automatically refresh by tabbing out of the date field, but now I have to click on the refresh button or type ALT+ R R R but that's a whinge for another time). Then export, then simply type 30.4 and it used to remember the year. For years now though (no pun intended), it has been defaulting to the current year, so I just had to type the .24 many, many times to run a couple of different reports for each month of last year. It would be nice to have the option to either remember or not remember the year rather than always defaulting to current year.Re: Remember User Email Address on Desktop Login
Not just for this, but it was the final 'pro' for my pros and cons list to proceed with the purchase... I went so far as to buy a super duper mouse that lets me program a button to type my email address with a single click. Convenience plus. I never thought that would be an influencing factor. :(Sales Invoice Report with both due date and paid/closed date
Hi, There are a lot of sales reports but neither I nor the live chat support team, were able to find one that allowed me to modify it so both due date and closed date could be shown on the same report. Some reports allowed the due date, others allowed the paid/closed date but none of them allow both. My boss wants me to report on the average number of days overdue our overdue invoices go. I can get the daily snapshot from the to do list but again, if I 'print' the list to export it, the number of days overdue column disappears anyway, so I have to manually type the numbers into excel/calculator. But if I forget one day, then the data is gone. The report isn't back-date-able. I know I can also add a 'days to pay' column on some reports but I couldn't find any where I could get the due date as well to even do a calculation of overdue days. Since different customers have different payment terms, the number of days to pay is a useless stat for this purpose. Very happy to be proven wrong if this feature already exists. I don't even need the value of the invoices, just the difference between due date and paid date. I looked at both the desktop and browser versions of AccountRight.Re: Duplicate sales invoice numbers
Further reply from support: "About your query, when customers receive payment emails, each email contains a unique payment link assigned to that particular customer, even if there are duplicate invoice numbers. This system ensures that each customer is directed to their specific invoice for payment. Consequently, customers will not encounter issues when accessing and paying the correct invoice online, regardless of any duplicated invoice numbers." That's a relief. Could still be an issue I imagine, if people wanted to pay by bpay since they wouldn't have unique reference numbers but fortunately we have that option turned off.Re: Duplicate sales invoice numbers
Thank you for your free assistance :) MYOB support replied that this is a known issue and added me to the list of customers to be notified when there's a fix. They conveniently closed my support case while still ignoring my question about whether there will be any issues with customers choosing the online payment option. Guess I have to trust that it'll work. HahahahahahaDuplicate sales invoice numbers
Hi, Today I turned on the option to have a different number sequence for orders, quotes and invoices. Then I spent the afternoon sending invoices before realising that I'm no longer getting the warning for duplicate invoice numbers and every invoice I sent this afternoon is a duplicate number. What happens if any of the recipients want to pay with online payments? Will the system still work out who they are and what their invoice amount is? I've submitted a support request but thought maybe I'd get a quicker answer here. Anyone else experienced this? I've now forced the numbering to skip a few to the numbers that are actually free but if someone deletes an incorrect invoice this might cause the issue to happen again. I've checked that the 'warn for duplicate invoice numbers' setting is still turned on in preferences.
