It would be great to have a custom field or note that could be searched or filtered by. at the moment all invoices show in one big list. if you want to find which ones have notes in to complete or add things to you have to open each one - there is no grouping or deep search.
"Invoices - add custom or note field that can be searched or filtered by (i.e. check first, more items to add)"
- 11 years ago
In the NEW INVOICE screen on MYOB essentials. It would be hugely beneficial to have another field, above or below the order number field, where we can include our own company reference. Then make this box a searchable one, (as is the invoice number already). We can then include things such as ship name, or our own job references. And search jobs with ease.
Searching solely via MYOB invoice number can take a long time when you have a client with many similarly priced invoices.
- Liam_M11 years agoFormer StaffStatus changed:OpentoNewThanks for the excellent suggestion. Anyone else who would like to see an additional searchable field on invoices, please cast your vote here.
- ValerieJBL7 years agoContributing Cover User
We would like to request an additional field for Quotes In MYOB Essentials please. A few clients pointed out that there is no field that comes up in the summary to identify the quote
- Gilpy6 years agoExperienced User
Hi,
As all of my work is on vehicles, is there a way of adding a field in invoicing, such as under the purchase order, for entering a vehicle registration.
This would make it much easier to locate invoices in the search box when a customer requests a copy or an invoice might need changing.
I am currently entering them into the notes section, but the search function doesn't look there.
Thanks
Gareth
Related Content
- 2 years ago
- 4 years ago
- 11 months ago
- 3 years ago