Supplier Card - Last transaction date

Eswari

We need to clean up our supplier Card File, by making supplier accounts inactive. Is there a report available within MYOB AccountRight that would show the last transaction date - either last invoice date or last payment date against a supplier? I exported the supplier Card File data but couldn't find a column field that would show this information. The information is available within the Card File window/screen. However, when I attempt to print the information, the data is not displayed as it's not available in selection.

 

 

Card List Screen.docx

Steven_M

Hi @Eswari 

 

Sounds like you have the way I would recommend obtaining that information i.e. add the Last Sale/Purchase to the Card List, it's just a matter of obtaining that information in an export/report.

What I would do is ensure that you have the Card List window as per your attachment. Once you have the information listed, right-click on one of the data points i.e. the Card ID of the first card listed. You should get the option to Copy List to Clipboard. If you select that one your world is your oyster - you can paste that information into Word, Excel, Notepad... 

 

Want to see the process in action? Check out Help Article: The Cards List -- Things you can do with the Card List -- Export the list to Excel.