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garycroese's avatar
garycroese
Member
3 months ago
Solved

End of Year Financials

Does anyone use MYOB to produce their clients EOF reports like in Xero? I have found report packs in MYOB but I can't work out how to add a prior year comparative to the profit & loss or bal sheet. a...
  • Doreen_P's avatar
    Doreen_P
    3 months ago

    Hey garycroese,

     

    What I meant is that each file, whether you’re using AccountRight or MYOB Business, can only hold one logo at a time, so your client’s file won’t be able to switch between both logos automatically. If you want your firm’s logo to show on the reports you’re generating, you can follow Sai’s provided workaround to swap the logo before you export the reports. Once you're done, make sure to pop your client’s logo back in. That way everything comes out with the right branding without affecting what your client uses day to day.

     

    Cheers,

    Doreen

garycroese's avatar
garycroese
Member
3 months ago

Thank you, that worked perfectly. I have built a report pack but now i would like to add my Practice Logo to the cover page in the report pack. can you assist?

I'd also like the date prepared to permanently off the cover page; is that possible

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
3 months ago

Hi garycroese,

 

You can add your practice logo to reports by setting it up in your company file. Here's a link with the steps on how to do that: Adding your business logo or header image to your sales templates. The "Date prepared" can't be permanently removed from the cover page within MYOB, that part is system-generated. If you need a fully customised cover, exporting the report pack to PDF or Word and adjusting it outside MYOB is still the way to go.

 

Regards,

Sai

  • garycroese's avatar
    garycroese
    Member
    3 months ago

    i think this advice will see me adding my Accounting Firm's logo onto my clients invoices & financial reports, (which isnt correct). Does this make sense?

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      3 months ago

      Hey garycroese​,

       

      Yes, as each file can only have one logo at a time. If you have more queries about this, you can reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.

       

      Cheers,

      Doreen

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