Is there even a report that i can raise to show a client balance after each transaction over a selected period.

Question

Hello Brainstrust,&nbsp;I have been trying to raise a report for a client that shows his account balance after each transaction to show the reconcilation of a credit that was given 2 months ago - but only just allocated to an invoice.I believe that this should be done through the statement, but i cannot seem to find a report that is applicable.&nbsp;Can anyone help?&nbsp;I am getting more and more frustrated with MYOB daily with their lack of implimenting client requests.&nbsp; I found a request for this going back to 2014 and still no action.&nbsp; Do they actually action any requests made....?&nbsp;&nbsp;

lrbooks61 · Answer

In statements - go to advanced filters - there is a box you can tick that says show itemised payment details for each invoice - see if that is ticked

Have a look at the customer ledger report ( in reports - sales - customer)

use the advanced filter to select your client and the date range required

Do hope that helps

Lisa

lrbooks61 · Answer

Also in statements change statement type from Invoice to activity&nbsp;Lisa

Forum Discussion

Is there even a report that i can raise to show a client balance after each transaction over a selected period.

2 Replies

Looking for something else?

Related content

reconcile account - calculated closing balance not changing when new date selected

Annual Leave Balances

Square Transactions

Reconciliation out of balance

Historical balancing account makes balance sheet not balanced

Historical Balancing - Opening Balance

Historical Balance

Trial Balance