Search: Retain search criteria on the Invoice page
When searching for a customer Invoice in "All" invoices open screen which then brings up all Invoices under that customer you then click on a Invoice you want to open. Once opened, you then want to look at another Invoice under the same customer but when u "click back" ALL Invoices are listed again and you need to search for that customer again rather than just leaving the searched customer invoice listing on previous screen. This process or searching has to be completed each time you want to search Invoices from a specific customer rather than leaving customer search on previous screen. "Invoice search - retain search terms"8.1KViews10likes8CommentsBank transactions: Show all matches for a contact
I am finding it very frustrating that when matching invoices to payments, especially those we make, there is firstly only a very small window to see the invoices, and no ability to sort the invoices showing. We have a number of suppliers who provide us with 30-day End of Month credit accounts, and we provide the same option for some of our customers. This means that we can have up to 20 invoices from one of these suppliers in a single month, requiring one payment at the end of the following month. When I try to match the single Bank download payment to the invoices, I am stuck with this tiny 2 Invoice window, and I often need to go through up to 100 invoices to match them. At present this takes ages (remembering that by the time we need to make the payment, virtually all the following month's invoices also show). I would like the ability to ask for only the invoices from that supplier/customer to be shown in the match window, which would really speed up the process, and if I could also ask for only those that are due on or before a date I could input, it would be even easier. Then if I also instead of having to tick all the boxes of the invoices paid, there was a Select All option, I could nearly get my dog to do them for me! Failing any of the above, how about just expanding the window so that I could see a reasonable number of invoices, instead of just two? (PS I still think MYOB is great, but not yet perfect) Don "Matching Bank Feed Transactions"4.5KViews4likes3CommentsBills: Searching of supplier invoice number
Good morning Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list? - Searching ability ofsupplier invoicenumbers Thank you Heidi "searching of supplier invoice number"4.3KViews2likes2CommentsInvoices: Retain search criteria
When I am in the invoice list and perform a search say by customer and then open one of the displayed invoices and go back to the invoice list screen again I must perform the search again. It would be great if when I wentback the previous search was held and the same results presented again. 'Save search criteria when moving between screens on invoice list"4.2KViews13likes3CommentsSearch: Include decimals for bank transactions
Hi Team Please fix asap the search bug - when I search for 122.90 no transactions - I have to search for 122. Also when I serach for 500 the results show 5,000 etc When working in Bank Transactions it's great that it remembers the date range from last viewing. Request that it also remembers the date order - i.e. if the 1st on month is shown first when window left, when I return would be good if it would show 1st of month first rather than 31 st of month Thanks Geoffrey "Additional Suggestion"4.2KViews0likes3CommentsSearch: Quotes by sub-heading/campaign
I do multpile quotes for the same client on a regular basis & it's hard to tell the difference between quotes. The only difference is the quote number & ckient name. It would be good to have a quote heading like Harvest App has. This was much more usefuland easier to find which quote is which. "Subject heading for quotes"3.8KViews5likes3CommentsSearch: Account by name (not account number)
Is it possible to change your settings so that you can select accounts on alpha or numeric basis, rather than only by drop down list? If you post a lot of items to non P&L accounts it's a pain having to scroll down through all the expense accounts then having to click 'more' to get to anything else. "Selecting Accounts when allocating bank transactions"3.3KViews1like2CommentsSearch: By Contact across all windows
Hi guys! Is there a function at present to be able to search for supplier/customer names which covers the whole site? ie: Spend/receive money as well as sales/expenses The same format as in MYOB desktop versions where we can 'find transaction' via card, account, invoice etc... We are having trouble finding transactions that have been entered as spend/receive money in the Live Accounts Thanks! "Searching for supplier/customer transactions throughtout entire site"3.2KViews1like3CommentsPayroll: Search employee pay slips by employee name
New System has lost functionality. We were able to search payslips by clicking on a particualr employee. We can now only search payslips by date. This makes it more time consuming to send adhoc payslips when staff ask for it., or when we need to retrieve payslips for other reasons. "Unable to search payslips by Staff member"3KViews23likes3Comments