Forum Discussion

Gasso's avatar
Gasso
Contributing User
3 days ago

REPORTS and descriptions

Hi  myob team, 

Can anyone help please.

when using Spend Money screen.  We enter the descriptions under the memo field on top and on  the line items, but when we run reports  its blank. Why is that ?

 

Also, Under JOBS,  if we dont have TRACK reimbursables Ticked. what does does that mean.

I know it needs to be ticked , if you want to see all the costs allocated, and run a report. Could this be related to my question above ?

 

thanks

Gasso

 

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    22 hours ago

    Hi Gasso,

     

    I can see why the description can appear confusing on the reports. 

     

    This usually depends on which report you're running. For most Spend Money reports, the software shows the main memo or description at the top of the transaction, not the description entered on each line.

     

    If it's a Jobs report, the description can come from the job line instead, so if that line is blank, the report can also show blank.

     

    The Track reimbursables setting is mainly for expenses you want to bill back to a customer, so it usually wouldn't be the reason the description is missing.

     

    If the report is behaving differently in your file, I'd recommend reaching out to our support team so they can investigate. You can either create a ticket in My Account or chat with our live team through MOCA, our virtual assistant.

     

    Regards,
    Genreve