Search: Invoice description in Invoices window

Hi, we use notes fields on bills and invoices to enter various details about our suppliers and customers. We often need to find a document that has this or that details, and we cannot because the notes are not searchable. Would that be possible to make these fields searchable? It would be really useful. Thank you

Hi,

I really need to be able to search via reference key words (address) rather than quote number or customer. We quote several jobs for the same client, it's time consuming to then sift through to find the quotes to double check things or edit. Also over the span of 12 months or more we may be asked to give quotes on the same property, so it would be nice to check the address to see if the property has been quoted before.

I'm able to add a small amount of information to the quote number, but generally it will not fit the entire street name etc. and as this is then visible on the quote it can look a little strange.

I have just been online with the help chat, but they couldn't see a way to add a reference in the current format either. If it is possible already would love if someone could let me know.

Thanks, Mel

Hi Julie

we have the same problem with property management companies trying to identify which property an invoice was for, and the only work around i have come up with is to include an identifier in the contact name.  So for each property I invoice it like Professionals for 123 Smith St, Professionals for 567 High St etc.  To do this you have to enter the address twice in the contact form (under both primary contact and postal address) to have the identifier searchable in the contacts dropdown box and the main invoices screen.

Drives me crazy, I have repeatedly mentioned this to MYOB, but no joy in 18 months.  Good luck!

Jill

I am testing Essentials and cannot believe there is no way to enter a few words of description for my invoices!  I am not convinced this is an efficient solution for my business.

When there's a numerous Quotes for same client, some even with same amount, it' impossible to know which quote is for which job as the Quotes top level listing page doesn't have a short description.

Screen shot of my Quotes page shows how same client displays on Quotes list. 

Be wonderful if another column can be added to this list with a 'Short Description' of the Quote. 

thanks. 

Is there any chance that MYOB will introduce a stronger "Keyword" search capability in Account Right & Essentials?

Seems like clients will need to be able to search & find older Invoices & Client details based on Keywords rather than just phone numbers, Invoice ID's etc.

Is this something that can be developed?

Cheers,

Hi John_P,

Thank you for your suggestion, I've passed your idea to our developers for consideration. While it may not be adding a keyword exactly, it is certainly something our developers are happy to look into in the future. 

Please feel free to post again at any time if you have more queries. 

Thank you for your suggestion and comments. 

Improving the search ability in Essentials Accounting is certainly something our developers would like to do in the future. We welcome any interested users to cast your vote for this idea, or post any further suggestions in the comment section, it would greatly help our developers to prioritise their work. 

Hi,

I have many invoices all going to the same client name - all good. However, if I need to be able to search for any particulars within any one invoices, I can't unless there is a reference line or additional field that is fully indexed and associated to the invoices and fully searchable. This field could be optional to the user.

I can't use the Purchase Order field, as was suggested by my accountant because:

 a) that's already filled with a Purchase Order number already provided to me to use, and 

 b) it is nowhere near long enough for a reasonable description length  

For example, if I have say 60 or more invoices all going to the same client, but need to find the exact invoice that was for the work "power supply replacement" how to do I find it without trawling through all the invoices individually? (especially difficult if the date is vague)

An extra searchable field associated to invoices would be great and would allow me to input a brief description that would enable me to quickly search and find what I need.

Any thoughts?

Thanks guys

Paul C

Hi PaulChamberlain

Thank you for your feedback in regards to MYOB Essentials.

I've combined your idea with this one already included on the MYOB Essentials Idea Exchange.