SimonNZ's avatar
SimonNZ
Experienced User
13 years ago
Status:
Open

Statements: Add option to preview before printing/emailing

 

Idea Name: Add Preview option to Print/Email Statements Screen


Idea Text: Please add a Preview option to the Print/Email Statements screen, so that I can view a statement on the computer without printing it

 

"Add preview option to the print/email statements screen"

  • This would be a verry useful tool.

    Equally when emailing, it would be nice if the email is added to drafts & not sent automatically, so that you can add additional info in the email if necessary.


    SimonNZ wrote:

     

    Idea Name: Add Preview option to Print/Email Statements Screen


    Idea Text: Please add a Preview option to the Print/Email Statements screen, so that I can view a statement on the computer without printing it


     

  • LAA's avatar
    LAA
    Cover User

    Yes please I Need preview Statements  urgently.

  • DeeTHL's avatar
    DeeTHL
    Contributing Cover User


    This would certainly make life alot easier to review end of month statements. Much need feature please

  •  Desperate for a 'Preview statement before email' option.

    Such an important document is being emailed out without being checked.

    Please MYOB, I (we) need an option to preview a statement before emailing. It's such a waste of time having to email statement to myself or print each one to check before emailing

    Thank you

  • Alexaaa's avatar
    Alexaaa
    Experienced Cover User

    I would like to preview customer statements, in the same way I can preview invoices.  At the moment i have to email them to myself to preview.

     

    Also I would like to be able to see the invoice amount in both the receive payments and pay bills screens for closed sales/purchases.  At the moment, once they are closed and you click on include closed sales/purchases, you can only see the invoice number and the date, the amount, discount, owed and applied columns are all zero, so I have to open it.  I need this feature regularly, for example when customers pay invoices twice.

    • Haydes's avatar
      Haydes
      MYOB Product Team

      Hi Alexaaa

       

      Welcome to the MYOB Community Forum, I hope you find it a great source of information.

       

      I have moved your post to our AccountRight Idea's exchange so that this can be reviewed by our Product Team. I strongly suggest any other User who would like to see this ability to vote on it by clicking the Thumbs up icon.

       

      Cheers,
      Hayden
      MYOB Partner/Social Support

  • It would be handy to be able to preview statements before printing or emailing.

    I now print all the statements and check them and if they are wrong I have to amend and then reprint. I then scan to email them as there is no option of being able to view statements prior to print/email.

    A waste of time for our company and resources.

  • NailEquip's avatar
    NailEquip
    Experienced Cover User

    This function would save a lot of time, prior to printing, but also to check overpayments etc, when a customer has overpaid etc.