Every client, order, product or delivery leaves a footprint. It may be an email requesting an order increase, history of bad dept, or a trail of last minute changes, or maybe its just that a particular product has one size that is difficult to source.
Every aspect of your business has a history and MYOB EXO Finance’s History Notes allows you to keep track of every aspect of your dealings with clients and suppliers.
Not only does it allow you to keep track of accounting records, transactions, deliveries etc (did the customer pay on time last time, have they payments outstanding, did their last delivery arrive on time) it also lists all communications between your company and the customer/supplier (was the customer happy with the product last time, do they have a problem with the delivery times).
Once created, a History Note can be saved or emailed internally or externally via MSOutlook, perhaps attaching a PDF of a product sheet or other document, if needed.
In addition, History Notes allows everyone within the business to have a holistic view of the customer, supplier, product etc. If sales of one particular product are down you can let your managers know that one customer has reported a fault; that there is a replacement product being developed that may be cheaper.
Everything your people need to know about a customer/product/supplier is available in an easy to access way.
Imagine how much more efficient your sales staff/ managers and overall business could be if you had all this information there at your fingertips.
MYOB EXO Finance’s History Notes feature ensures that each order and invoice has access to a specific history and notes interface. Easily accessible with one click, you get a summary of every change made, when and by whom. You can use the feature to append messages and reminders to the document. New notes are appended to the list so you’ll always retain a full history of everyone’s notes as well. Later, your coworkers can refer to these notes easily and discreetly so that the entire company looks like, and acts like, a business that’s working at the top of its game.
One of the most useful aspects of the History Notes feature is how it helps a business to manage jobs and other projects. All of the communications between your staff and the customer/subcontractor is stored in a job folder. This can also hold quotes, purchase orders, timesheets and other information relevant to the job including plans, proposals or contracts.
It’s like having a project manager in your computer - everything you need, all the documents, the communications, quotes etc - all there for you or your managers to access.