Reports: On which customer cards are on credit hold
It is one of the most important of all areas for all businesses to keep a tight reign on cash flow and overdue accounts, buy MYOB lets us down badly in credit managment reporting. Need a simple overdue customer report which can be filtered by all customers who are one or two terms past their invoice term. Need a report which lists all customers currently on credit hold Need a report which lists all customers over their credit limit. Also it would be excellent to see if a customer is on credit hold when you are processing payments. (Like it comes up when you are invoicing) That red flag would alert you to check if that customer can come off credit hold. At present every single payment for every customer has to be checked by zooming into the card to check if they were previously on credit hold. A big waste of time!! Please, please fix these things... "Customer credit control"
Card: Customer - Onboarding process
Introdue a CUSTOMER ONBOARDING feature. Send an SMS to client with a link for them to enter their details (& maybe a custom field (eg. "Boat Name") that we can create. Similar to the new Employee Onboarding Feature. Finally details would be correct, spelt correctly rather than getting half the info from our employees. "CUSTOMER onboarding feature ! (like the new Employee Onboard Feature)"
Statements: Ability to set a customer's email address for statements
Any chance we could get the option to setup a unique email address for individual customer so I may email statements out monthly to the customers preferred accounts email address. I am well aware there are 5 configurable email addresses to choose from but I want to have a dedicated email address for the account statements to go to, sick of changing/forgetting to pick the correct email address when emailing out dozens of statements at the end of month. Such a simple option would make the software so much more valuable. "Easily Email Statements"
Cards: Prefill Postcodes/Suburbs
I have had a suggestion from a client about when you enter either a suburb field, or a postcode field that the opposing field comes up with automatic suggestions as to pre-fill. For example: If I were to enter a suburb field as Adelaide, that MYOB suggests that the postcode for that suburb is 5000 and the state is South Australia Would shorten data entry time when creating new card files. "Prefill Postcodes/Suburbs"
Cards: Ability to make a card a customer and supplier
Hello, As some others have said as well, i have both customers and suppliers, there should be an option to tick where a business is both. As most of the information is the same, there could just be an extra tab or two to incorporate the differences and away you go. Alternatively it would be good use the Spend Money to create an EFT payment file to be processed thru the ABA upload to the bank. Cheers Simon "Supplier and Customer combined"
Card File: Ability to set head office cards/accounts
One feature that is lacking from MYOB is the abillity to have a Head Office account so multiple customers can have their invoices combined onto one statement. for example one of our customers is a chain of hardware stores currently we use one account (ABC Hardware - head office)to invoice the store in the PO# we put the PO # Town it would be much simpler if we could have an account for each store (much easier when looking at their history) that is then charged back to the Head Office account and will appear on one statement easily identified by our customer as PO # Town Inv # Hope thismake sense :) "Customer Cards - Head Office Accounts"
Sales: Pop up message to check/add customer details
Is it possible to have a 'Sales Note' field where you can record certain notes about a customer that staff must be aware of during EVERY sale? Currently we have a customer who needs to have job addresses appear on their end of month statement. This means our user must overtype the 'Sale Journal' field so that the 'Description' coumn on the statement will accurately show the job address. In order for staff to remember to do this it would be great if there was a pop up prompt when that customer is picked for a sale that reminded staff of this specific procedure. I could see this being useful for lots of reasons as there are always special customers who need something different and this would be a way for users to ensure those special needs are not overlooked or forgotten. "Customer Notifications" If a new notes field is not possioble for this purpose than possibly a check box below the existng notes field that said "Display Notes at time of sale" Thanks Sarah "Note Popup to show/remind user to check/add customer details to invoice"Cards: Bulk inactive
Every year we make 50-80 customers inactive (preschool, children going on to primary. There should be a way to mark all cards you wish to make inactive to do it in one step rather than having to do each one manually including in the current pricing, ie not using a third party app. I am aware there is a way to export then import but this is also time consuming. "Bulk inactive customers"
