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Finding transactions just got easier

AmandaMYOB

The “Transactions” tab in Find transactions now makes searching simple and clearer results at a glance – so you can get in, find what you need, and move on. With new filters and richer results, it’s quicker to spot the right transaction and spend less time searching (or second-guessing).

With this update, you can now:

narrow searches with new filters: transaction type, contact and category
find the right transaction easier with more context at a glance
spend less time searching and troubleshooting transactions

See it in action >> https://app.myob.com/?dl=transactionList

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jenniek

Hi @VenesserO

I can search Find Transactions by category (GL code) and it brings up all transactions in the date range specified. Source journal needs to be all.

VenesserO

Unfortunately 'Find transactions' does not do what is says it does on the tin. I should be able to do a search for say all transactions linked to the category '6-2001 Motor Vehicle & Truck Expenses - Fuel', but it comes up with absolutely nothing. Instead I have to search for all possible 'Contact' cards that the team may have purchased fuel from. Very annoying and time wasting.

AlanT

Hi @MYOB,

Because AMEX and a number of other institutions do not supply Bank Feeds or QIF files, we end up posting payments from the monthly statements for a number of accounts using Spend Money transactions as split payments. When using the new Find Transactions, it fails to find the individual spilt items and only finds the total. So if you are searching for a particular amount, it will not be found if it is on a line item of a split entry. Why does this feature not search each individual line of a spend money transaction? Does the Find Transaction feature search each line of a split transaction from bank feeds?

Thanks,

AlanT

Trevor_Harrison

Unfortunately, this has made finding and working with transactions no easier. MYOB has missed out on developing a truly helpful find transaction screen. Two fundamental features are missing here and applies when looking at all transactions for a specific account, 1. A split between debits and credits (two columns) to make viewing the transactions easier and 2. Displaying the account opening balance, movement in debits and credits and the closing balance for the date range selected. ARL has it right here, the find transaction screen is brilliant. This cannot be hard to implement as the developers that originally developed the reporting system in Business wired this into the enquiry screen when drilling into accounts from various reports. We surely do not have to run a report to get this functionality. It is absolutely maddening that I still need to go back to ARL, if it is available for the ledger in question to do my transaction problem solving.

H-TS

Oh yay, I thought, but no. It's for the browser version. Could you maybe specify which product your posts apply to so that we shouldn't get our hopes up if we're using the desktop version?

AmandaMYOB

Hey @juliemcmahon

We normally suggest putting your company file online in order to make the most of AccountRight's online services. If you receive an 'Application Operation Timeout' error message, please follow the steps on this page for the AccountRight Timeout Extender. If the issue persists, please get in touch with our support teams via your My Account dashboard with the diagnostic log for further assistance.

juliemcmahon

i can't find transactions as the "record" function has failed on multiple ocsassons since 16/1/26...noone at MYOB is able to rectify the multiple assorted issues that offline users have trying to deal with