Report on transactions by customer or supplier in Business Lite

Question

Hi all

The club I'm a mamber of has Business Lite.  Is there a way to run a report on transactions by customer or supplier, please?

This is the only exposure to MYOB that I've ever had - I use Xero at work, and the equivalent in that is e.g. the Customer Invoice Report.

Cheers

Kevin

Genreve_S · Answer

Hi @LeanneMc,

I hope you are well today.

I followed up with a specialist regarding this. It seems that the report is only designed to run for a single year. May I get you to check the Balance Sheet report > Report Options > and tick the options "Accounts with Zero Balances", and then open the Supplier transaction report to see if this fixes the issue?

We look forward to your update.

Thanks,

Genreve

Genreve_S · Answer

Hi @goldcoastmrc,

Thank you for the response with the screenshot and added information.

I'm currently in the process of relaying this question to a specialist, I will send an update regarding the report date ranges question after I get an answer.

We appreciate your patience and we're looking forward to clearing up the confusion in the reports.

Thanks,

Genreve

LeanneMc · Answer

Hi Genreve,

Today I generated the report 'Supplier transactions' and found that when I set the date range for 01 July 2022 to 01 Nov 2023, I have a result.

When I expand that date range to start from 01 July 2020 to 01 Nov 2023, I did not get a result.  Why is that?

01 July 2022 - 01 Nov 2023.png

01 July 2020 - 01 Nov 2023.png