Turn off "link to MYOB" option, or make it be approved by the supplier customer, and/or allow supplier customer to disconnect customers
The fact that other MYOB users who are customers of ours can link their files to ours for receiving their invoices without us being notified, or even being able to run a report to find out who has, is just plain rude. In the old ideas exchange, one of the moderators said it was to make life easier for all MYOB customers. However, just because it makes it easy for one of your other customers doesn't make it right for you to pass our internal CONFIDENTIAL breakdowns to our mutual customers. Even if you eventually allow us to turn off the invoice summary that is now included in MYOB cover emails when sending invoices from MYOB (also sending our CONFIDENTIAL information to our customers without us realising until recently), this still won't stop customers linking their files to ours and still seeing that information. We are not trying to hide anything from our customers. They are given a lump sum quote which they accept. INTERNALLY (or so we thought) we allocate that to different income accounts in MYOB. We send them a lump sum invoice without showing our internal breakdown. The descriptions we have on some of those line items are abbreviated codes our staff understand but are goobledygook to the customers and just makes us look extremely unprofessional when they see it at their end. Stop distributing our internal information to our customers. We often don't even know until we discover it by accident.
Default Email Template for Bulk Invoice Sending
Our clients would like the default email template to work when sending out multiple invoices at once. They have 15 recurring invoices to send each month and don't want to have to go into each invoice and manually send each one for the default email template to come up. I have spoken with someone at support and they said that they don't recommend ticking invoices and sending them as the default email doesn't come up. Can this be fixed or is there something that we need to change in our clients file for this to work. Thanks Laurinda
Emailing Invoices with PDF's attached
MYOB has a setting in the Preferences section under the Emailing tab called "When Emailing Invoices". There is an option you can select which is to have a link in the email to the invoice as well as have a PDF copy of the invoice attached to the email. This is a great feature and I have it as my setting. Only trouble is that the feature doesnt actually work and invoices are emailed with NO PDF attached !!!! I contacted MYOB support and rather than saying this is a bug that needs to be fixed, apparently I need to suggest a product enhancement here so that MYOB might consider if it is worthwhile to fix a feature that already exists but doesnt work...
Auto-save invoice number
Users would like the ability to save an invoice number at the time of recording a transaction. When there are multiple people doing invoicing, the invoice number is not particular to that one person. Its whoever saves first gets the invoice number which can prove difficult when there are multiple users. This idea was originally posted 11 months ago with a total of 3 votes and 3 comments.
