Forum Discussion

Bteam's avatar
Bteam
Trusted User
4 years ago
Solved

Is there a report for sales by salesperson, MYOB Account Right web version?

I'm tryialling MYOB Account Right web version because the accountant hasn't rolled over the previous year's results., with EOY being March 31st.

All was good generating reports for April, (maybe even better) until I wanted to create a report of sales by salesperson. There doesn't appear to be one. Would someone point me in the right direction?

  • SamaraM's avatar
    SamaraM
    4 years ago

    Hi Bteam 

     

    If your AccountRight company file is online, you are able to access the same file through either a web browser or the Desktop version and it will be synced immediately.  When you access AccountRight in a browser, most of the features you need are already there, but some are still on the way. There are also features not available on the desktop version that you can do on the browser version.

     

    For a list of what features are available on each version see: What you can and can't do in AccountRight web browser.

     

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

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  • SamaraM's avatar
    SamaraM
    Former Staff
    4 years ago

    Hi Bteam 

     

    At this stage, there isn't a report for sales by salesperson on the web version. However if you still have the desktop version on your computer you could access it on there. There are a few salesperson reports under the Sales Reports tab.

     

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

  • Bteam's avatar
    Bteam
    Trusted User
    4 years ago

    Thanks,

    After looking round the web version I see it misses a lot of features I require to run the business.

    I couldn't generate the reports as suggested because I can't access reports for April until the accountant closes off previous tax years. Our EOY is March 31st.

  • SamaraM's avatar
    SamaraM
    Former Staff
    4 years ago

    Hi Bteam 

     

    If your AccountRight company file is online, you are able to access the same file through either a web browser or the Desktop version and it will be synced immediately.  When you access AccountRight in a browser, most of the features you need are already there, but some are still on the way. There are also features not available on the desktop version that you can do on the browser version.

     

    For a list of what features are available on each version see: What you can and can't do in AccountRight web browser.

     

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

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