Forum Discussion

ausnetworking's avatar
ausnetworking
Experienced User
3 years ago

Future Recurring transactions included in receivables - really?

Recurring transactions in the platform are pretty clunky however they

are useable. 

After spending a chunk of time setting them up I find that they are included in my receivables report

as though they had already been invoiced.

 

This makes the receivables report unusable. Virtually corrupt. 

Is there a way to (setting) to remove them from that report?

 

At first I was terrified that they also showed in the customer statements 

but it seems they dont. Thankfully!

 

Can some one speak some sense to this please?

 

 

 

6 Replies

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  • ausnetworking's avatar
    ausnetworking
    Experienced User
    3 years ago

    Ok so I did find a different report that does not include the future recurring transactions.

     

    It is called Receivables Reconcilliation Summary Report.

     

    i notice that the statements give you the tick option to only include invoices up to the statement date.

    That would be a logical addition to those receivables reports. 

     

    I see however that the statements display DOES include future invoices even when the box is ticked to only send statements with the invoices to statement date.  Thats a pretty simple coding issue. They could fix that very quickly if willing.

     

    Cheers and thanks for your reply.

  • Sean_DC's avatar
    Sean_DC
    Former Staff
    3 years ago

    Hi ausnetworking 

     

    Thank you for your post. Receivables list the sales you made on credit but have yet to collect the money from the purchaser (or your customer). This is why your receivables report will give you a list of remaining/outstanding receivables for your specified period. Here's a list of different Sales Reports available with descriptions for more information. You can use this as a guide to know which report is best for the information you need.


    Please feel free to post again. I'm happy to assist further.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

     

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    3 years ago

    Hi ausnetworking , this is an isolated report, so can you offer more information? Like, if you drill down on on of these invoices from the report,  do you get a display where you can open the invoice? If so, open it and select Edit, Recap. Is there a normal journal?

     

    If you open the recurring transaction list and find that particular entry, what is the last posted date? Does it match the above transaction?

  • ausnetworking's avatar
    ausnetworking
    Experienced User
    3 years ago

    it definitely shows the future transaction in the Total due and ageing 0-7 day category.

     

    When I try to drill down and run recap transaction MYOB simply crashes so it does not like it

    one bit. Name (customer name is redacted)

     

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    3 years ago

    Hi ausnetworking , your file appears to be corrupted, I suggest that a moderator should step in and get you some assistance. 

  • ausnetworking's avatar
    ausnetworking
    Experienced User
    3 years ago

    Hi Mike,

     

    not convinced if that is the case.  It only shows in that report, so it looks more like 

    a glitch (some might call it a feature) Statements don't show them thankfully, but I will still have to check them prior to sending.

    My issue is that there is no other report that gives me the simple aged receivables summary.