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ford's avatar
ford
Trusted User
5 years ago

formatting of GL report customisations

Hi,

I was able to create some text on a GL report in the report customisation area by importing an object.

Initally I contacted MYOB to ask how to do it. I was told to use either a text or memo field.
But using these fields I cannot line up the text if I want lines like this (all lined up):-

 

text text       $5,126,300

text text       $5,126,300

Total            $5,126,000 (want a double line under here)

 

It ends up like this all out of alignment.

 

text text      $5,126,000

text     text           $5,126,000

Total     $5,126,000

 

I contacted MYOB and the rep did not know how to do it.

She took a copy of the company file.

Days later I got a reply from another myob agent and he also did not know how to do it.

In the meantime I was able to create the layout on a word document and import it as an object.

And it worked. It was lined up and I had a double line under the total figure.

 

So I told the  MYOB agent I didn't need any help.

But because of the time I spent figuring it out it angerer my boss who stated that what needed to be achieved with regards to the layout could be done in a memo format.

But I cannot see how. If I use memo or text the information won't line up and I cannot put a double line under the total.

Also I noticed that when I imported the object because I had the word file on my PC when the ledger is opened on another computer the whole lot is missing and I needed to put the word document on the server and link it again as an object.

I am self taught in MYOB AO because learning is not shared in the CA industry and I still don't know the advanced areas properly. I am hoping that there is someone who is experienced in report customisations. Thanks

 

 

 

 

 

 

 

8 Replies

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  • Hi ford,

     

    The memo fields have more formatting abilities than the text field.
    I would advise not to use the text field.

     

    By looking at the brief example you have including, it would be better if you used account lines and total lines to create the report.

     

    Please note: MYOB Support have guidelines to help with simple customisation of reports. As a rule, if something can be fixed in five minutes help can be provided.

     

    Creation of a complete GL report is a chargeable service which you will need to contact your Client Manager about.

     

    Further, you can speak to your Client Manger regarding a report writing course.

    • ford's avatar
      ford
      Trusted User

      I will try and add in account lines and total lines and see what happens

      How much does the reporting writing course cost

       

      • Mark_St's avatar
        Mark_St
        MYOB Staff

        Hi ford,

         

        I do not have a cost for the report writting training.

         

        You can contact your Client Manager for details of the cost.