Ho to see how much paid to a customer

Question

I need to itemise money donated to various charities throughout the year. I can get a total for my Charities category, but how do I see individual amounts donated per charity (or paid per customer)?

Bluewave · Answer

If you want to see how much has been paid to a Supplier, and you have entered each transaction as a Purchase (created a bill) from the various suppliers, you should be able to retrieve that information by using the Purchase Register Report.  Put in your date range, and select each supplier you want the transactions for.

If the transactions were put in as Spend Money (and you have a little familiarity with using spreadsheets), I would go to the General Ledger report, enter the date parameters and just select the Charity Donation category (account). Once the report is run, click Expand All, then export it to Excel.  Once it opens in the Excel spreadsheet, you can then set up column filters, and in the column "Transaction Description", just filter for each different charity (this assumes you have their names in that field in the first place).  You can do a subtotal sum of the amounts for each filter you run.

If not adept with spreadsheets, maybe phone a friend?

Shella_A · Answer

Hi @SteveB0000,

Too right! Thanks for clarifying what you meant supplier. You’re not going bonkers: there isn’t a built‑in Contact report like the Job reports in MYOB Business, so your surprise is fair enough. If a Contact report would be a big help for your business, we’d love you to throw it on our Ideas Board so the team and other users can upvote it.

Cheers,

Shella

SteveB0000 · Answer

I think I know how jobs work. I assign separate job numbers to, well, jobs. Maybe I wasn't clear. (I should have said "supplier", not "customer".) I want to know how much money I have paid to a particular supplier. Is that niche? Every transaction already has a contact assigned to it. Isn't there a way to pull a Contact report like there is a Job report? As far as I can figure out the answer is "no" and it surprises me.