I need to run a report on all outstanding , quotes, that have not been invoiced yet. Is there a report in MYOB BUSINESS or Accountright.

Hi deoraj,

 

Great question. Makes total sense you'd want a clear view of what's still sitting there not invoiced yet.

 

If you're in MYOB Business, just head to Reporting, open up the Sales Register report, and filter it to either:

• Quotes (for anything not invoiced yet), or
• Open Invoices (for what's still outstanding)

If you're using AccountRight, go to Reports, then Sales Register Detail, and pop the filter on Quotes or Open. That'll show you what you need. Just a heads up though, you can't combine quotes and open invoices into one single system report by default. You'll need to run the two reports separately and export them (for example to Excel) if you'd like to view them side-by-side.

 

Here's a link that walks you through working with reports: 

• Sales reports

And here's how to export them if you'd like to pop them into Excel:

• Exporting reports

 

Regards,

Sai