Forum Discussion

CDBC-Kevin's avatar
CDBC-Kevin
Contributing Cover User
2 months ago
Solved

MYOB Essentials Unpaid invoice report ignoring dates

I am trying to produce an unpaid invoice report for my last financial year but each time it includes payments made after the end of financial year.  Frustrating, I have tried even selecting date rang...
  • CDBC-Kevin's avatar
    CDBC-Kevin
    22 days ago

    Hi Genreve,

    I managed to find a MYOB bookkeeper who advised me to use the 'Receivables Reconcilation with Tax' report that enables me to select a date range and will effectively give me the information I need.

    It wouldve saved me a lot of time if I had realised that earlier and I reiterate that this is an error on MYOB to 'offer' a date range for the 'UNPAID INVOICE' report, if it does not provide it then it should not be an option.

    Thank you to feedback provided and hopefully it assists somebody else using that report.

     

    Kevin

Genreve_S's avatar
Genreve_S
MYOB Moderator

Hi CDBC-Kevin, 

 

Thank you for your response. I understand how beneficial it would be to have a report that displays unpaid bills for a specific period. However, the report is currently designed to show the invoices for the date and the balance status of the invoice for the current period, not the reporting period.

 

Your suggestion is valuable, and we highly recommend sharing this on the Ideas Exchange board. This will allow our development team to consider it for future updates.

 

In the meantime, if you need further assistance or have any other queries, please don't hesitate to start a new thread. We're here to help.

 

Thanks,
Genreve

CDBC-Kevin's avatar
CDBC-Kevin
Contributing Cover User
22 days ago

Hi Genreve,

I managed to find a MYOB bookkeeper who advised me to use the 'Receivables Reconcilation with Tax' report that enables me to select a date range and will effectively give me the information I need.

It wouldve saved me a lot of time if I had realised that earlier and I reiterate that this is an error on MYOB to 'offer' a date range for the 'UNPAID INVOICE' report, if it does not provide it then it should not be an option.

Thank you to feedback provided and hopefully it assists somebody else using that report.

 

Kevin

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    22 days ago

    Hi CDBC-Kevin,

     

    I appreciate the update given. I am glad that you were able to find a bookkeeper and the report you can use. Please feel free to create a post again if you encounter issues in the future.

     

    Best regards,

    Doreen