Aged receivables detailed report

Partner adamf
6 Posts
Partner
Australia
Solved: Go to Solution

Aged receivables detailed report

Hi there, 

 

We run an aged recievables report each week and convert to excel then add a comments column that includes notes about that invoice. When was it sent, to whom and if Accounts is following up.

As each is a new excel report we have to copy and paste to apply the same info to the next weeks report.

Is there a way to allow comments that have been added to follow the invoice through next weeks aged recievables report till paid?

 

Thanks

Adam

3 REPLIES
MYOB Moderator Neil_M
4,497 Posts
MYOB Moderator
New Zealand

Re: Aged receivables detailed report

Hi Adam ( @adamf )

 

Welcome to the MYOB Community Forum, I hope you find it a great resource.

 

As the exported Excel reports are just an output from AccountRight, the only ways you could this would be either through the use of a custom field on the customer card or an add-on solution.

 

The Custom Field on the customer’s card gives a fixed limit of 255 characters, however you do have three of them which could be used to record anything that you wanted. These fields can be added onto the report using the Insert/Modify >> Show/Hide options to add the custom fields into the report.

 

Alternatively, you could look at an add-on solution, either from our MYOB Add-on centre or a custom written add-on from a developer that exports the same information as the report in question and tracks your comments in the add-on.

 

Do feel free to post any other questions that you may have.



Kind regards,
Neil
MYOB Client Support
Partner adamf
6 Posts
Partner
Australia

Re: Aged receivables detailed report

Thanks Neil_M for that info.

I have looked at using the custom field option however in our business customers often has many projects underway at the same time, so that a comment that was relevaent to one of the customers' projects wouldn't be relevent to another and therefore hasn't achieved the result we need.

I suppose another way to look at it would be to see if there is a way to attach a note to individual invoices that is trackable (via a report) through the life of that invoice.

 

 

MYOB Moderator Neil_M
4,497 Posts
MYOB Moderator
New Zealand
Accepted Solution Solved Solution

Re: Aged receivables detailed report

HI @adamf

 

Unfortunately, AccountRight doesn’t really have the ability to add a note to an individual invoice that then flows through to all of the reports. You could use the journal memo field on the invoice, however not all reports do show this field. In addition, the Journal memo does show up in the transaction journals so once the invoice was closed or about to be closed then the memo field may need to be updated to something more relevant.

 

You may want to look into an add-on that may provide you with the functionality you are seeking. As mentioned in my previous post, the MYOB Add-on centre has a great collection of add-ons to improve the functionality of your AccountRight.



Kind regards,
Neil
MYOB Client Support
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