4 months ago
Preparing Report Packs
Hi, first time poster here. I am using the Online Version, not the desktop one. I am trying to prepare a report template for use at the end of each month to send to our clients. The YTD report Pack works great but I am having issues with the Monthly Reports that we want in the Packs. The P&L one works okay but when I save our custom General Ledger report in the Template report pack, it isn't picking up the Account codes we want removed and it isn't expanding all. Does anyone know why this might be happening, have I missed a step or is the General Ledger (Custom Report) too hard for MYOB to prepare.
TIA