I am really embracing Live Accounts, i am actually enjoying my MYOB again.
I would love it if i could send my invoice email with attachments, at this stage the customisation of the invoices is no where near what i need, but if i could add the excel PDF included as an attachment, i could send the basic invoice from MYOB with all the included ionformation inside.
Just a thought.
Troy
"Send invoice email with attachments"
I would love to be able to send invoices to customers as a PDF attachment rather than an email with a link (as some customers have strong IT security and are unable to open links)
Thank you
hi team,
why not provide the option for myob essentials in-tray to create a new invoice , eg from an invoice book to an existing invoice rather than limit it to expenses.
To save time and space to physically store invoices, we would really love to have a system where at the end of each month receipts can be scanned/snapped and attached to its transaction accordingly. There, the ink doesnt fade, and it can be printed off at any time for warrenty purposes etc and you know exactly where it is, should you need to find it! Vote for this idea team! lets get the ball rolling!
I did notice that someone posted a similar idea back in 2013, it had 51 votes and was "under review"
As an accountant I often come accross Xero accounting package. Whilst I prefer MYOB essentials a good feature of that package is that they do have is to enable an invoice or supporting data to be attached to the applicable transaction. For example when when you pay or record an invoice to a supplier you are able to attach that invoice to the transaction. Accordingly you don't have to go out of the accounting package to look up an invoice or any other supporting data that you would like to attach.
This could also mean supporting data for a journal entry for example.
Regards
Colin
HI
In Essentials you can add an attachment to an Invoice when emailing it to a client. What would be fantastic is to be able to View the attachement in Essentials afterwards.
A good example of this is client who specialises in Homekill butchery gets a document from their client on how they want the processing done. They will then attach a copy of the document to the email to the client.
When reviewing the invoice it would greatly improve the workflow to be able to view the emailed attachement.
Sorry about that, AndrewATPL. I've corrected the link to the Essentials Blog in my previous post. The blog has detailed instructions on adding attachments to an email. Do post again should you have any further queries.
Hi. The link to 'invoicing improvements you've been waiting for' doesn't work.....
where/how do I add the attachment to the email?
Thank you all for your comments and votes. We are very pleased to say that you are now able to add attachments to Invoices being sent by email. You can read more about it on the Essentials Blog - http://community.myob.com/t5/The-MYOB-Essentials-Blog/The-invoicing-improvements-you-ve-been-asking-for-and-a-little/ba-p/332946
Thanks so much for all your votes and feedback. The development team is currently working on adding functionality to allow Essentials users to send attachments with emailed invoices. We hope this makes business life easier for you.
Thank you very much for all your comments and votes. We can see this is a fairly popular request. Our developers are planning on including the ability to include an attachment to Invoices being emailed from Essentials. Unfortunately we do not have an estimated time on when this will be implemented.
Thank you for your patience in the meantime. I request others to continue voting.
Regards,
Suja
MYOB Support
