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MareePP's avatar
MareePP
Experienced Partner
6 years ago

Interim Financial statements in Client Accounting

Hi

 

I am trying to produce financial statements to Dec 31, 2018 in Client Accouting from an online AccountRight file.  When I select July to December the cover page and index say December 31, 2018 but the balance of the reports show June 30, 2019 and include year to date balances rather than just to 31 December.  I have created a workpaper period for the 6 months.

 

Any suggestions as to what I am doing wrong?

 

Thank you

  • Stephanie_Y's avatar
    Stephanie_Y
    MYOB Staff
    6 years ago

    Hi MareePP 


    Thank you for posting.

     

    In the reports tab within Client Accounting the layout column has 4 options available for interim reporting.

     

    1. PTD/YTD
    2. PTD/LYPTD
    3. PTD
    4. PTD/LY

     

    Use the drop down to select one of the four available for each report and then preview the reports.

     

     

    I hope this helps!

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