Forum Discussion

FTA123's avatar
FTA123
Experienced User
7 months ago

Memo in description "General Ledger Detail"

Hi, When I generate the "General Ledger Detail" report, I'd like to see the memo description circled in BLUE.   It seems like the report by default generates the memo description circled in RED.  ...
  • Shella_A's avatar
    Shella_A
    6 months ago

    Hi FTA123,

     

    Thanks for sharing the screenshot. I see you want the memo description to show on the general journal detail reports too. While adding a memo to a payment is optional, if you want it on the General Ledger Detail report, try this: Go to Insert/Modify > Show Hide > select Allocation Memo and Description > click Show. Then, rerun the report to see if the blue-circled memo on your screenshot shows up.

     

    Feel free to post again anytime you require further assistance.

     

     

    Kind regards,

    Shella

MichaelC85's avatar
MichaelC85

I have an issue where the report is combining the memo if the account and job code are the same. Is it possible to have it split in the report for each line of the transaction?

 

In the example above, if there were 2 lines with the same code but different Memo descriptions to appear as 2 lines on the report?

 

Thanks

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
19 days ago

Hi MichaelC85,

 

Our software may consolidate entries with the same account and job code in certain reports, which is why you're seeing them combined.

 

One option to explore is to adjust the reporting settings or try different report types that may offer more detailed line-by-line information. If the report customisation options don't achieve the split you're looking for, another possibility could be exporting the report to Excel, where you can manually split the lines as needed.

 

Regards,

Sai 

  • MichaelC85's avatar
    MichaelC85
    19 days ago

    Hi Isaiah, 

     

    I have tried what I can with no luck. Can you confirm what report settings I should be adjusting?

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      19 days ago

      Hi MichaelC85,

       

      You can customise the columns in the report using the show/hide column option. It is a product limitation if the columns you are looking for aren't present there. Alternatively, you can export the report and edit it from Excel.

       

      Feel free to post again if you need any other help.

       

      Thanks,
      Genreve

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