Setup: Recurring transactions in MYOB Essentials
Good morning Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list? - Can we have recurring transactions for sales, bills, spend money & receive money Thank you Heidi107KViews468likes226Comments
Statements: Ability to personalise statement (i.e. add Logo)
Please can we have the ability to customise our forms, invoices and statements etc? I want to be able to include my logo on my statements. I'd love to be able to add to my invoices a paypal (or other) web address for people wanting to pay by credit card. I'd like to be able to change the wording on emailed invoices. Arrrgh. So frustrating! 'MYOB LIVE customised forms and templates ... my way!"51KViews216likes82Comments
Sales: Include Purchase Order on Invoices page
Hi It would be great if the Purchase order number could be displayed in one of the columns when looking at the list of invoices (whether paid, overdue or current) - perhaps between the invoice number and customer name. This would save a lot of time searching to see if an invoice has been created against a particular invoice (rather than opening up each individual invoice) Thanks Bec "Purchase order number displayed on list of invoice"42KViews45likes84Comments
Sales: Add descriptions rather select items
I have been looking into using Essentials for a client and being able to recommend it others. Most of my clients use Service invoices & so need space to type descriptions rather than items & the ability to show only the description coloum & for some the price coloum on the right. Essentials Live would be the perfect package if there was the ability to do this. Most of my clients would like to use Essentials as it is a true live version, where as Accounts right still need a program on a computer to access it and can't be accessed on there smart phones or tablets. Is there anything being released soon that would do this? Kind regards Tori "More options to customise invoices in Essentials"19KViews55likes23CommentsSales: Send invoice with an external attachment
I am really embracing Live Accounts, i am actually enjoying my MYOB again. I would love it if i could send my invoice email with attachments, at this stage the customisation of the invoices is no where near what i need, but if i could add the excel PDF included as an attachment, i could send the basic invoice from MYOB with all the included ionformation inside. Just a thought. Troy "Send invoice email with attachments"19KViews20likes30Comments
Search: Invoice description in Invoices window
I, and others would find it helpful, if we were able to search for an invoice by entering a name or keyword, we expect would be in it. Example, we do a lot of shipping service work for a fishing company. The invoices all go to the company, but they have many ships we service. I cannot see a way, that we could search that companies, hundreds of invoices....by a single ship name or keyword. For later refernce of what work we have performed in the past. Can this functionality be implemented? "Searching invoice details by a keyword"16KViews37likes30CommentsSales: Email received confirmation
Client suggestion I have another suggestion that has caused us a few hiccups. When you send an invoice via email you have no way of knowing if it got to them. I guess what I mean is, if the email address has been entered imperfectly then there is no "Mail Delivery Error" or similar to let you know. And as most clients dont reply saying they've received an invoice, you just assume they have until they havent paid, and you resend and same happens. We have had 3 instances now, one a typo on my part, another someone texted their email address incorrectly (so my several times rechecking didnt help), and another went to someone's old address that they have an autoreply on but we didnt receive it. I'm sure it's unlucky we've had so many, but I imagine it must happen to others occassionally as well. I wonder if you could add it to the "feedback" list? "Email received confirmation please?"14KViews71likes18Comments
Sales: Unpaid invoice reminder notice
Where the company file is stored i.e. online or local What the LAST FOUR DIGITS of the serial number is - Setup>>Company Information What is the company file ID - Help>>About AccountRightalesIn MYOB essentials, having atab/button on invoices that have past the due date allowing a single click "late notice" to be sent would be very helpful. Or even an option to send reminder notices every xxx days automatically. This could be a simple one off form or (even better) a form that could be customised along with the invoices themselves in the options menu. In some circumstances the ability to add a late fee dollar amount or % would be useful. I look forward to an update if possible,I would assume others may share this view too. Thanks!14KViews100likes18Comments
