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Transaction reports with descriptions

NezzaM

What report can I run to show transaction descriptions? The transaction and general ledger reports only show suppliers on the memo.

Is there an external app that can help with this? Or is there another workaround?

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lisadgs

This post seems to have a reply with a solution that worked for us.

https://community.myob.com/discussions/bus-report/customer-sales-detail-report-not-showing-description/851051

Shella_A

Hi @RichardColeman,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

We're sorry to know that you’re having problem with the report. Does the problem unresolved yet? If so, could you provide more detailed information in which report you've encountered difficulties with? We're happy to assist you further.

Kind regards,

Shella

RichardColeman

I've had problems with reports like this. Thanks a lot!

NezzaM

What is the purpose then of writing a description if you cannot run a report against it? @Celia_B

Celia_B

Hi @NezzaM,

Thank you for your post and welcome to the Community Forum.

Thank you for expressing your concern to us. In this regard, the General Ledger details report will pull the Notes field from the transaction. If the description for each line is required, you would need to click on the Ref No. of the respective transaction to view that information. You are unable to have the individual description information displayed in the General Ledger details report. The Note field is auto-populated by the bank transaction memo if selecting to allocate the bank transactions or if you enter the transaction and then match it will take the entered notes.

You can reach out to us if you still need assistance or if you have other questions or concerns. We are happy to help.

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

Kind Regards,

Cel