Good morning
Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list?
- Can we have recurring transactions for sales, bills, ...
Hi developers,
I'm an accountant and have seen it so many times however noone has been able to do it yet. Not xero not myob no one, yet it seems like such an easy task.
Being able to do an invoice so for my volleyball club that I do accounts for, for example I have 250 players that I need to invoice the same amount for fees each year.
So being able to create one invoice that has $100 fees for the year and then going to customer and ticking all the customers that need to be charged that invoice with it automatically changing the reference numbers etc.
This is so adaptable to so many industries and so many clients I don't understand why noone has done it yet.
Please feel free to develop and let me know when you have complete it!
Hi
MYOB needs to develop his feature as Xero allows to create a invoice for multiple customers by using contact groups.
In MYOB, it is possible to select multiple customers when creating a new recurring sales invoice by copying an existing recurring transaction but when the new recurring transaction is saved, it creates an individual recurring transaction for each customer selected, Therefore to create all the sales invoices by selecting each recurring transaction created and then click on use recurring transaction. For 250 customers this is a very time consuming process. The solution would be add a check box slection column to the recurring transaction screens allowing users to select multiple recurring transactions before clicking on use recurring transaction.
Could a better solution be developed using the MYOB API Interface ?
Hi there
Isn't this resolved using the 'To Do' list of recurring sales ? There is a check box and when you click 'Record' you can then enter the date of the invoice. What would be beneficial here is to show the amount of the recurring invoice (I currently add it to the name colum but have to edit if the amount is changed for any reason).
- Status changed:NewtoOpenThank you for your post. I understand in circumstances such as yours it would be good if you could create a customer group to create invoices that applies to each of the cards in the group. At present the work around would be as suggested by @GDK, to save one as a recurring transaction and copy the recurring transaction to the different cards. We request others who would like this ability to please vote and comment.
Thank you for your feedback, MultiScreen .
While the Lists >> Recurring Transactions window lists the transactions with the amounts, it does not give you an option to select a group of the listed transactions and record them.
In order to group them, you do need to go to the To Do List >> Recurring Transactions tab, where the amounts are not listed.
Have passed on your feedback, we hope to have this included in a future update.
This would be very helpful in LiveAccounts as there is no recurring invoice feature and will simplify the bookkeeping even more than what bank feeds did.
All the businesses who run on a subscription basis will use this batch feature as their subscription is the same for a multitude of customers. Considering that LiveAccounts was designed to help small businesses reduce the amount of time doing their bookkeeping, this feature should be high on the list to implement.
The workaround suggested is wrong as it only works for the AccountRight software - and this is the LiveAccounts forum.
It would be great to see something that helps simplifies the invoicing process in LiveAccounts
