Sales: In Tray - attach documents
I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 'In tray for Sales?"82KViews510likes293CommentsSpend Money: Remove the warning for Pay Bill transactions (when supplier is selected)
Hi, one of the more annoying features that I find is when MYOB wants to persistently warn me when I make a Spend Money entry that perhaps I should be using Purchases for this entry when this is not so. This annoying little warning holds me up every time. Thanks Debbie "Remove or provide an option to remove the warnings for Purchase Entries" If the cheque you are entering is a payment for a purchase that you have recorded, you should be using "Pay Bills" instead of "Spend Money"28KViews123likes66CommentsSales: Being able to add a image (photo) to invoice.
If I have an image loaded onto an Inventory Item, how do I get this image onto a quote? If so how can this be done as an automatic action when I quote on inventory items? Thank you Jo "How to transfer images from inventory onto Quotations'20KViews60likes38CommentsIn Tray: Ability to convert Orders to Bills
The In Tray appears as it develops will be a great asset and time saver. If you can link to an exisiting bill, You should be able to link to an existing order. We eneter our orders (yellow) then send to our supplier. hen the invoice comes in we change to a bill (blue). This allows us to keep track of backorders etc. If you could link to an existing order with your in tray invoice why could you not automatically change the order to a bill?. Basicall In tray only works for bills only. If this would change it would benefit a lot of businesses. In tray is a great step forward. "In Tray Concert Orders to Bills"20KViews75likes42CommentsIn Tray: Print linked document
Hi, I have some suggestions for the new in tray application: 1 - Print function from the PDF view. Why has this been disabled? To be able to view your bill is fantastic, but you will need to print it out at various times for refunds or warranties etc. 2 - Mapping. It would be great to be able to map the fields to the document so it knows where to get the information from for that particular supplier, so next time it can input the data. I haven't had any of my bills read correctly yet :) 3 - End of year. Will all the pdfs save with the data file? Maybe an end of year back up function that actually saves the pdfs with the datafile. Otherwise how do we keep the records with the file in case of an audit? Thanks, Prue "In tray"18KViews81likes29CommentsIn Tray: Adding document to purchases already with a document attached
Theheading should be self explanitory. as below that ifound on forum, i don't know if this has already been suggested ""However if you would like the developers to include the option to attach multiple documents to the one transaction in a future release you can raise it as a suggestion over on the MYOB AccountRight Idea Exchangeso the developers can gauge the genuine demand and consider implementing it."" Cheers14KViews41likes27CommentsPurchases: Require authorisation/approval to record
Please add in the ability for a manager to authorise purchase orders electronically. This would have to be added into the settings of the particular user. The Authorisation would have to be able to be printed onto the purchase order. "Purchase order - authorisation"12KViews76likes19CommentsIn Tray: Show filename of document
When viewing invoices in the intray, particularly multiple invoices from the same supplier, the thumbnails are useless. Having the file name visible would make much more snese. Either an alternate view (list etc) or having the file name displayed under the thumbnail, or on a cursur fly over style "In Tray, invoice view"11KViews38likes21CommentsReconcile Accounts: Attach (actual hard copy) Bank statements
Now we can file our purchase invoices when we enter data. It would be handy to scan in bank statements alongside bank recs.Our accountatnts always want the bank statements as verification. JoC "Keeping Bank statements on File"9.1KViews114likes9CommentsMYOB Capture (app): User access role to this sole function
Our clients have multiple employees that work off site and they want to utilize the Capture App None of these employees have access to the MYOB programs the employer uses (ie they are not set up as a User in the program). I understand we will need to set each employee up as a User to be able to utilize the Capture App What User settings are recommended for these users? - Would it be easier for MYOB to create a "Role" for Capture App users only Any thoughts? "MYOB Capture App - for employees that are not currently set up as MYOB users"8.3KViews41likes17Comments