Setup: Filing cabinet for documents
Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking wouldn't it be easy if you were able to scan the document from a scanner /or emailand import the pdf and attach to customer fileor invoice or receipt number etc thus allowing you to look in the one area for a copy of a document instead of two places. It would be time and cost effective and easy for the accountant and thetax audit trail or is there something that does this all now and I am behind? Trying to get beyond the pile of paper. Maree suggestion:Accounting and scan software- MYOB accounting & Filing cabinet in one"55KViews211likes92Comments
Sales/Purchases: Description character limit
Hello Please please pleaseincrease the character limit in the tax invoice description to at least 500, or no limit at all. I have seen a number of requests on the forum for this over the yearsand am not sure why it has not been changed. Many of our job descriptions or quote descriptions go over the word limit and I have to break up a paragraph somehow mid-way through, which does not look very professional. We do not have a $ amount for each line entered, we enter a number of aspects of a job inone line,which all total one amount,and this frequently exhasuts the word limit. I know I can add a blank line underneath with a $0 figure, but the limit frequently runs out mid-way through a sentence and it is very frustrating having to cut the half of the sentence that I got mid-way through, insert a blank line and paste the sentence in there and then keep going until the limit runs out again- it seems so pointless. Thank you Ruth "Description character limit"35KViews175likes58Comments
Remittance Advice: Default settings
Is it possibleto have an option in MYOB where we cantick a default setting to always email remittance advices rather than changing it every time we entered the"Pay Bills screen." ? Atthe moment it always reverts back to "Remittance advice delivery status: to be printed" when you close out of the screen. Thank you51KViews138likes75Comments
Sales/Purchases: Changing the card listed on a recorded sale/purchase
It would be super helpful if we could change the customer card on an invoice once it's been recorded! I understand why we can't change the name once a payment has been applied to it, but in the meantime it would be great to change the customer card if required. Thanks! "Changing Customer on an existing invoice"17KViews118likes31Comments
Remittance Advice: Clear the To be Printed/Emailed lists
We need to be able to delete remittance advices that aren't sent out, whether to be printed or emailed. I have a list that goes back to 2015, and have been told there is no way I can delete them. When I do send one out occasionally, I have to sift through the list, and resort and make sure I have the right one - which is time consuming. Really annoying that this cannot be done. 'To Be Printed' can be sent as a batch to .pdf and then deleted, which is a little fiddly but worked, but the email ones are there for ever. Already printed or sent is not an option either. I noted it may be possible to your own email address 'offline' and then delete but this is not suitable, and a little risky. PLEASE PLEASE can we do something, in another 2 years we'll have HUNDREDS sitting in the list, a simple 'delete' would suffice. "Remittance advice"6.8KViews110likes7Comments
In Tray: View document without needing to open PDF
Bright ideas department to make MYOB more user friendly. The In Tray works OK. Would it be possible to preview the pdfs without actually opening them, say with a magnifying glass? I get several bills from the same entity and it'd help with identification if I could see the contents of each one without having to open the pdf. "Viewer for In Tray"4.6KViews106likes6Comments
Remittance Advice: Separate email address
As email is coming more into play, companies are wanting EFT Remittance advice sent direct to accounts and orders sent direct to sales. Are more email addressesable to be added. Or can this already be done without having to change the address each time. "Add ability to send to multiple email addresses at once from inside MYOB software"32KViews104likes38Comments
Forms: Remittance Advice - List credits line by line
I am new to MYOB, but very unhappy with how the software deals with credit notes on remittance advices. When we pay Suppliers ( 100+ per month) we always have a mix of invoices to pay and credits to take. Whilst the system will take up the credits the Supplier is not getting the breakdown on the remit advice. The remit advice needs to show invoices line by line and ALSO credits line by line. That way the Supplier knows exactly what the total amount represents. I have discussed this issue with 2 Live Chat consultants and both have no solutions, one even suggests to "hand write" the information. The remit is supposed to be emailed so that option is not professional enough for such a well known system. My previous software package of 20 years handled this simple accounting task perfectly. Keen for feedback and also a software enhancement quickly. Given credit and invoices are entered the same way except with a negative value I am surprised this issue has not been resolved by other retailers paying suppliers years ago! "Supplier Remittance Advice needs to list credits line by line!'31KViews101likes77Comments
In 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"18KViews81likes29Comments
