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ttcm's avatar
ttcm
Contributing User
3 years ago

How to find a spend money transaction in MYOB by supplier name

How do you find a spend money transaction in MYOB by supplier name?

5 Replies

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi again

    i know there has been a bit of back and forth with this request

     

    if find transaction isn't working because you can't find the bank transaction because it doesn't,t sort by supplier name.

     

    the only thing you can search on is the description which , if you use bank feeds , is the statement entry from the bank

     

    so if ,for eg, you pay Big Black Books but the bank entry is direct debit BBBooks you won,t find it by searching for big black books you would need to use BBBooks

     

    the best business practice for recording invoices from suppliers and their subsequent payments is to enter a bill and then record the payment of the bill as and when it is paid. Especially if you use them a lot

     

    sorry there isn't an easy solution ..

    lisa

    • ttcm's avatar
      ttcm
      Contributing User

      Hello, its a cash transaction and I just want to search by supplier name? how do I do this?

      • LRBooks61's avatar
        LRBooks61
        Ultimate Cover User

        Hi 

        You can't 

         

        what are you trying to achieve ?

         

        perhaps what you want to achieve can be done another way

         

        as I said before you need to know what you are looking for from the bank statement to successfully use the banking find transaction 

         

        have you thought of doing a search in the bank itself. How did you pay the account 

        most banks will have payee names that you can search for transactions 

         

        this will give you the statement text that you can search with

         

        lisa