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.
Need to be able to attached information to Sales Invoices - drag and drop files - so that everything is kept together. This also makes it easier for auditing purposes. Instead of thinking "why did I do that invoice that way?" we could look at the attached information and have a clear answer. Also need the ability to be able to email attachments to the client along with the invoice when required. Other accounting software packages (Xero, Quickbooks) have this feature and it makes life a hell of a lot simpler.
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?????
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.
Why will it take so long considering they have it on the expense side already.
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
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 :)
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.
Thank you for your suggestion. We'll relay your idea/feedback to the relevant team.
The advantages would be so much to allow to put documents on invoices ect
