I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place.
'In tray for Sales?"
How is it there is an In Tray for purchases but not for Sales - I always have documentation for sales I would like to attach / include with the sales invoices. I am sure you have had this suggestion. Is it so difficult to achieve since you already have an In Tray for purchases?
Would be great to be able to add an attachment to a sale/invoice, just for our records, similar to 'In Tray' perhaps. Could attach client order forms, or any details relating to the sale....
Hi
It would be really great in this digital age that when creating a sale with reimbursable item/s in that the original supplier invoice, assuming it has been attached to the purchase in the "In Tray", could be attached to the outgoing sales invoice to the customer using the job numbers feature.
I have a client who uses job numbers for purchases and sales and this would be a great feature to save having to manually collate all relevant purchase invoices for a sale so that the customer can review etc.
It will be useful if we can link the Invoices we are getting to In Tray with exisitng Purchase Orders.
Automotive Invoicing. Sometimes I need to bring up info relating to the job I am invoicing, for instance a photo or a waveform or a file saved from my scan tool . It would be great to have a link embedded in the invoice to bring up the data when revisiting the invoice.
when MYOB makes an invoice have all the details of the invoice go in to the pdf file.
so when the invoice is opened from an email the user can import it directly in to their MYOB
The software then reads all the metadata on the pdf file and can auto put in the date, amount, due date, GST
Supplier, ABN, BSB, Bank account numbers. etc
would save time on data entry, less errors
or is there a extra data file we can email with the invoice that has all the details, so we can just inport that file?
"auto input invoice data"
Hi, The InTray feature for Purchases invoices is fantastic. It would also be very handy to have this for Sales invoices, so we could attache documents to invoices such as copies of cheques or legal documents relating to the invoice.
So what can you do to speed up the process? You can share a link to http://www.scan2invoice.com with your colleagues and friends and ask them register their interest by leaving their email address as well. If we get more interested users we will assign more resources to the MYOB integration
Can you please add an In Tray to Sales
When processing new work requestions to create an order we would find it very advantages to be able to import the request like we do with invoices and the intray. Currently we do attach the requestion at the end of the process when we are sending the invoice. If we were able to attach documents in the first instance we would be able to save conciderable time when invoicing.
