Forum Discussion

LearnerAtMYOB's avatar
LearnerAtMYOB
Experienced User
2 months ago

Supplier Inv No. displayed in a General Ledger Report

Which General Ledger report can I run to display Supplier invoice numbers for all purchase transactions in a specific general ledger account? Transactions processed through Bank Feeds should show blanks in the Supplier Invoice Number column.

general ledger detail
  • Princess_R's avatar
    Princess_R
    2 months ago

    Hi LearnerAtMYOB,

     

    You can try exporting both the General Ledger and Purchase Supplier reports to Excel and customise the data to meet your needs. However, aside from manually extracting and combining the data from both reports, there isn't another built-in option within MYOB to achieve this. Thanks for understanding. 

     

    Cheers,

    Princess

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 months ago

    Hi LearnerAtMYOB,

    To display Supplier invoice numbers for all purchase transactions in a specific general ledger account, you can run the "General Ledger Detail" report in MYOB. This report allows you to filter transactions by specific general ledger accounts and includes detailed information such as supplier invoice numbers. General Ledger [Detail] report

    I hope this helps!

    Regards,
    Earl

    • LearnerAtMYOB's avatar
      LearnerAtMYOB
      Experienced User
      2 months ago

      Hello Earl, I have looked at that report previously, and I can only see the Purchase ID number, but not the Suppler Invoice Number.  I added all the available fields by going to the "Show/Hide columns" functionality.

      Refer my diagram that is attached to see which field I'm after. 

      • Isaiah_C's avatar
        Isaiah_C
        MYOB Moderator
        2 months ago

        Hi LearnerAtMYOB,

         

        It sounds like the General Ledge Details report doesn't display the Supplier Invoice Number field as expected. Instead, to view Supplier Invoice Numbers for purchase transactions, I'd suggest running the Purchases [Supplier Detail] report. Ensure the Supplier Invoice Number column is included by using the Show/Hide Columns feature.

         

        Regards,

        Sai

  • LearnerAtMYOB's avatar
    LearnerAtMYOB
    Experienced User
    2 months ago

    Thank you for the reply, Sai.  However this is not the solution I was after as I'm hoping to run the report from a GL account perspective.

    Do you know if there is a report writer module which could help solving my request?

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      2 months ago

      Hey LearnerAtMYOB,

       

      We have a third-party app available in our Apps Marketplace that can help you customise reports. The app is called Datawise Report Writer. It allows you to create and customise reports according to your specific needs, including the option to add Supplier Invoice numbers. If you need further assistance with this, make sure to reach out to our support team directly. You can reach them on live chat via our virtual assistant MOCA or by submitting a support case via MyAccount.

       

      Best regards,

      Doreen

      • Mike_James's avatar
        Mike_James
        Ultimate Cover User
        2 months ago

        Hi Doreen_P , thanks for mentioning our program, it's much appreciated. MYOB's small business programs come with a reasonable range of reports, with some customisation added over the years. However these reports have limitations,  and there has never been a fully customisable report writer marketed by MYOB, except for a brief period in Australia. Instead, MYOB has put a lot of effort into making the data accessible,  first via the ODBC driver, and now with the API. 

        LearnerAtMYOBit takes a fair mix of technical skills to create custom reports, and the range of addon report programs offers very good value. In our case the investment is only a few hundred dollars a year, plus fees for creating the more complex reports.

  • LearnerAtMYOB's avatar
    LearnerAtMYOB
    Experienced User
    2 months ago

    Thank you Doreen.  I was hoping to avoid acquiring additional software in order to extract information that is already sitting in MYOB!

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      2 months ago

      Hi LearnerAtMYOB,

       

      You can try exporting both the General Ledger and Purchase Supplier reports to Excel and customise the data to meet your needs. However, aside from manually extracting and combining the data from both reports, there isn't another built-in option within MYOB to achieve this. Thanks for understanding. 

       

      Cheers,

      Princess

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