I need to run a report on all outstanding , quotes, that have not been invoiced yet. Is there a ...

Question

report in MYOB BUSINESS or Accountright.

I need to run a report on all outstanding , quotes, that have not been invoiced yet. Is there a report in MYOB BUSINESS or Accountright.

Genreve_S · Answer

Hi @TSGTanya,

Sorry if the steps to get there in AccountRight were a bit unclear. The Quotes and Open Invoices options are selected from the Sales Register window, rather than the report’s transaction filter.

To view them:

* Go to Sales and select Sales Register.
* Select the Quotes or Open Invoices tab.
* Set the customer and date filters.

You can find more information here: Sales Register window

Regards,
Genreve

TSGTanya · Answer

This only works in browser when Report options/Employees is selected to All? Transaction filter does not give options for Quotes. Report Options does but it doesnt show anything unless All employees are selected. Dates are correct, customers are correct. Why would all employees need to be selected and i also tried to select one by one current employees but it would not work unless All is selected.

Isaiah_C · Answer

Hi @deoraj,

Great question. Makes total sense you'd want a clear view of what's still sitting there not invoiced yet.

If you're in MYOB Business, just head to Reporting, open up the Sales Register report, and filter it to either:

* Quotes (for anything not invoiced yet), or
* Open Invoices (for what's still outstanding)

If you're using AccountRight, go to Reports, then Sales Register Detail, and pop the filter on Quotes or Open. That'll show you what you need. Just a heads up though, you can't combine quotes and open invoices into one single system report by default. You'll need to run the two reports separately and export them (for example to Excel) if you'd like to view them side-by-side.