Forum Discussion

JoannaHD's avatar
JoannaHD
Experienced User
5 years ago

Running off list of FBT clients from MYOB AE (Accountants Enterprise)

Hello We need to run off a report from MYOB AE showing all of our FBT clients.   I can see that we have a Yes/No drop down for FBT in the Extra tab but not sure how to run the report to extract ou...
  • Jacksen's avatar
    Jacksen
    5 years ago

    Hi Joanna,

     

    Check out the help guide, it should cover what you need to create a report with the headings you want. https://help.myob.com/wiki/x/wpU6Ag

    I think you will want to make it under Reports>Client>Client List 

     

    Just make sure under "Run Report Settings" you add "Yes" to the FBT filter before you run/save it.

     

    Hope this helps.

Jacksen's avatar
Jacksen
Valued User
5 years ago

Hi Joanna,

 

Check out the help guide, it should cover what you need to create a report with the headings you want. https://help.myob.com/wiki/x/wpU6Ag

I think you will want to make it under Reports>Client>Client List 

 

Just make sure under "Run Report Settings" you add "Yes" to the FBT filter before you run/save it.

 

Hope this helps.

  • JoannaHD's avatar
    JoannaHD
    Experienced User
    5 years ago

    Great, thanks Jacksen

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