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Debrae0808's avatar
Debrae0808
Experienced User
2 years ago

Looking for Jobs in Find transactions in MYOB Business

hi all,

 

is anyone able to advise how to search on a job No.  I've recently migrated from AccountRight to MYOB Business and can't find where to search?

 

Doesn't seem to be in Find Transactions.

14 Replies

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  • Trevor_Harrison's avatar
    Trevor_Harrison
    Super Partner
    2 years ago

    Hi Debrae0808  AND Earl_HD 

     

    You can access the transactions from the reports.  This is how I carry out editing specific transactions that I have allocated to the wrong job or allocate a job to a transaction that I have not allocated a job to.  To see the account balances containing transactions that have not been allocated a job, open up the report options and click 'Display Transactions Without Jobs'.

     

    Run a Job Profit and Loss Comparison Report, if you have selected the option report to Display Transactions Without Jobs another column will be presented in the report for unallocated transactions.

     

    Once the report has been displayed click on the account balance for the job in question. The transactions pop up will display and show only the transactions coded for that job.  Clicking on the reference number opens the transaction which can be edited  (of course you cannot job allocated to payroll entries).

     

    The same process works for transactions with unallocated jobs.

     

  • Debrae0808's avatar
    Debrae0808
    Experienced User
    2 years ago

    thank you Trevor_Harrison  its a workaround but timely and not what MYOB promised.  I will keep your instructions to remember how to use until MYOB fixes.

     

    Earl_HD can you please ask about an ETA for Jobs to be included in Find Transactions the same as AccountRight and as I was promised please.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi Debrae0808 

    Currently, this feature is only available in AccountRight. We'll be posting an update soon once this feature will be available in both MYOB Business and Essentials.

    This help article may help : MYOB Business Jobs Reports
    Regards,
    Earl