Cards: Set a default Invoice Delivery Status (system wide)
Currently there isn't a preference to set all cards as "To be Emailed" as their default invoice delivery status. This sounds like a great idea for ourAccountRight Idea Exchange. The exchange has been developed for our users to submit their ideas for potential release in a future upgrade. It is monitored by our Product Development team and allows users to comment, vote and submit their own suggestions for product improvement. Kind Regards, Anna MYOB Client Support "A preference to set all cards as "To be Emailed" as their default invoice delivery status"
Turning off Employee Self Onboarding as default
Hi, my company would benefit from being able to turn off employee self on boarding as a default. My company engages a lot of sole trader contractors that we are obliged to pay super for. The employee self onboarding system isn't suited for this so we manually create the cards for these contractors (creating on average 20 new cards a week). Now that self onboarding is chosen as default this creates the opportunity for a mistake to happen and the contractor to receive an onboarding link that they don't need and are often confused by. Could turning off self onboarding as default be added as a preference?
Statements: Ability to set a customer's email address for statements
Any chance we could get the option to setup a unique email address for individual customer so I may email statements out monthly to the customers preferred accounts email address. I am well aware there are 5 configurable email addresses to choose from but I want to have a dedicated email address for the account statements to go to, sick of changing/forgetting to pick the correct email address when emailing out dozens of statements at the end of month. Such a simple option would make the software so much more valuable. "Easily Email Statements"
Cards: Bulk inactive
Every year we make 50-80 customers inactive (preschool, children going on to primary. There should be a way to mark all cards you wish to make inactive to do it in one step rather than having to do each one manually including in the current pricing, ie not using a third party app. I am aware there is a way to export then import but this is also time consuming. "Bulk inactive customers"Card: Customer - Different email address for invoices and statements
We deal with a few large international companies who require invoices to go to one automated email address and statements to go to their accounts payable email address. Can MYOB make an allowance in a future release to have a dedicated sales invoice email address and a dedicated statement email address. "Being able to have different email addresses for sales invoices and statements"Reports: On which customer cards are on credit hold
It is one of the most important of all areas for all businesses to keep a tight reign on cash flow and overdue accounts, buy MYOB lets us down badly in credit managment reporting. Need a simple overdue customer report which can be filtered by all customers who are one or two terms past their invoice term. Need a report which lists all customers currently on credit hold Need a report which lists all customers over their credit limit. Also it would be excellent to see if a customer is on credit hold when you are processing payments. (Like it comes up when you are invoicing) That red flag would alert you to check if that customer can come off credit hold. At present every single payment for every customer has to be checked by zooming into the card to check if they were previously on credit hold. A big waste of time!! Please, please fix these things... "Customer credit control"
Card: Customer - Onboarding process
Introdue a CUSTOMER ONBOARDING feature. Send an SMS to client with a link for them to enter their details (& maybe a custom field (eg. "Boat Name") that we can create. Similar to the new Employee Onboarding Feature. Finally details would be correct, spelt correctly rather than getting half the info from our employees. "CUSTOMER onboarding feature ! (like the new Employee Onboard Feature)"
Cards: Prefill Postcodes/Suburbs
I have had a suggestion from a client about when you enter either a suburb field, or a postcode field that the opposing field comes up with automatic suggestions as to pre-fill. For example: If I were to enter a suburb field as Adelaide, that MYOB suggests that the postcode for that suburb is 5000 and the state is South Australia Would shorten data entry time when creating new card files. "Prefill Postcodes/Suburbs"Cards: Ability to make a card a customer and supplier
Hello, As some others have said as well, i have both customers and suppliers, there should be an option to tick where a business is both. As most of the information is the same, there could just be an extra tab or two to incorporate the differences and away you go. Alternatively it would be good use the Spend Money to create an EFT payment file to be processed thru the ABA upload to the bank. Cheers Simon "Supplier and Customer combined"
