Online Payments: Credit Card Surcharge
I have looked through posts dating back to 2012 and beyond where people have been requesting the ability to have MYOB automatically calculate and (where applicable) add a surcharge for Credit Card payments. I have the PayDirect device and need to re-issue an invoice to manually add an extra line for a surcharge to the invoice while the customer is with me. Now that PayDirect Online has been released, a customer has the ability to pay an invoice with their credit card at their leisure, but I end up being charged for it without the customer even being aware. I have phoned customer service and was informed that there is currently no way of automatically adding the surcharge and the system doesn't do it. I amcurrenlty on the screen to setup PayDirect Online so have not tested it myself. The advice of customer service was to increase my fees to cover the surcharge. Not really fair on people who are not paying by card. Personally, I would have thought this issomething that should have been written into the software prior to releasing the Online component, or should be an option included in the online section that adds the surcharge to the final total prior to the customer paying. "Credit Card Surcharge"122KViews482likes232CommentsBanking: Emailing Receipt option
It would be great to be able to email receipts to customers when you receive their payment, at the moment you can only print and I find this waists time and paper. (The email remittance feature works great so why not have an email receipts option too.) Thanks110KViews588likes358CommentsSales: 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?"82KViews510likes293CommentsForms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"45KViews260likes80CommentsSales: Time Billing - Work in Progress
I need to be able add further hours to Time biilinginvoices which are already saved. The Work In Progress(WIP) button needs to be available in 2012 as it was in Version 19! Or supply a solution to this if one is available in the current version, as I can't see a way. Please work on getting this functionality back, as it is a necessity! Thanks! "Please put the WIP Button back on Time Billing invoices."42KViews57likes74CommentsSales/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"35KViews175likes58CommentsMYOB Invoices (app): Ability to record quotes
Why can't we do quotes through the On The Go App? We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice. Currently (for us) the On The Go app is only good for looking up customer details and nothing else. The app needs to have the option of quoting! I can't even view any quotes or orders already in the system- I can only view invoices, is there any point to that? "on the go app quotes"35KViews55likes56CommentsStatements: Email or print option
As a small company the option of printing or emailing statments is a very valuable tool. However, after emailingthe customers who provide you with an email address it would be considerably easier if the same customers did not then appear as an option on the "to be printed" Statement list. Currently you have to rely on your memory as to whom you have emailed. So my idea would be to have a default option as to "email or print statements". "Statements - emailing or printing option"35KViews132likes55CommentsSales: Change of decimal places on values
Our company deals in small items that are sold in vast quantities. The unit pricing on these itemshave at least four decimals placesand when dealing with quantities anywhere from 10,000 to beyond 50,000, a mere $0.0001 can make a difference. When entering Sales Invoices MYOB AccountRight Plus (v2012) has the ability to accept entries with as many decimal places as I need, resulting in the correct total on the invoice. My issue arises with these invoices are printed or forwarded via email. This is when MYOBchanges the decimal rounding to the standard two places on the unit pricing and all other amounts. The result is a lot of upset clients that feel they are being over charged when the numbers are being rounded up. This is not the case, however it can look that way. Is there anyway that there could be a settingadded that will allowthe user to change the automatic rounding of numbers on invoices, leaving the rounding to be shown at the final total of the invoice. Thanks Jen "Setting the number of decimal places"34KViews35likes47CommentsSearch: Ability to search for partial item description
We are a small business with a large volume of SKUs, and approximately 30,000 line items. We can't remember all the product descriptions so the ability to search within a description string is quite essential. Xero and Sassu both search the entire description whereas MYOB requires you to enter the exact description. This is a real pain to generate item based invoices. For example: Product Description: Dark Blue Shirt For MYOB you must search: "Dark" to bring this item up as an option, whereas you should be able to search for "blue". MYOB retailmanager allows asterisk and question markwildcard operators (ie *blue*) to search for a string within a string. At the very least Accountright should be able to offer this search functionality. I can't image it would be difficult. The same search functionality would be useful for Customer, supplier and pretty much any other searchable field. We will not be able to migrate invoicing to MYOB until this feature is enable or a suitable work-around (ie wildcards) is provided. "Improved search functionality for searching within item description"31KViews24likes42Comments