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Account transactions report

PaulineD1

Last month I ran a report called "Account transactions report". This month I can't find that report in the list of reports. Has this report disappeared or am I blind?

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Accepted answers

Celia_B

Hi @PaulineD1

Thanks for your post. sorry for late reply.

With Regards to your concern, we have a product limitation in which some features on the product are not available on the other product.

In your case, you are currently using Business Lite, which does not have advanced accounting. To be able to have access to the Advanced Accounting, you must upgrade to Business Pro.

If you need further assistance with this, please let me know. I am happy to assist you.

If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.

Best Regards,

Cel

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PaulineD1

The Account Transactions Report is no longer listed under Business Reports - see attached pdf.

The General Ledger report is similar but there are additional columns that are not necessary (and confusing to some people). Why has the Account Transactions Report disappeared from the list?

MYOB Essentials Business report list.pdf

Shella_A

Hi @PaulineD1

Thank you for your post. For the "Account Transaction Report" this report displays all transactions assigned to the selected accounts during the specified period. You may follow this steps below to find it:

Go to the Reporting menu and choose Reports .
Click to open the Account transactions report.
Filter the report as required:
- Set a period to view
- Choose the accounting method
Click Report options for additional filters.
View details of a journal.
- Click the dropdown arrow for an account to view its transactions.
- Click a transaction's reference number to see its details in a new browser tab.

Our Help Article: Business Reports has all the detailed information and steps on how you can pull out some other reports on your MYOB Business account.

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers,

Shella_A