I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.
Hello Hippopotamus
I am happy that you are happy!
You are correct about either way to reorder columns.
cheers
David
Forum Discussion
Hello Hippopotamus ,
Assuming you are using Accountright,
You may be able to achieve this by using the 'Import/Export Tool' under the File menu at the top:
Be sure to select Export Data > Export 'Accounts' > Type 'Account Information' > 'Separate Data Using Tabs' > and include atleast the following fields in your export file (see screenshot)
This will create a .TXT file which can be dragged onto an empty Excel worksheet to open it.
Regards,
Dear Ali,
Thank you for your help, but I did all your steps up until "this will create a .TXT file..."
Maybe I should have left it saved in: Windows (C:) - windows - System32 which was what if offered,
but instead I saved it in My Documents under a folder I keep for notes on MYOB.
Anyway, what I saw was a Notepad document which was not very easy to read, the columns were not very
neat because some account names are longer than others, so that the Tax Codes weren't in a nice column, like they used to be when I would print an Accounts List straight from MYOB (the last time I printed an Accounts List (Summary) with AccountRight was 23.10.19 and it came out wonderfully, a nice report with the Current Balance, Tax Code and Status. Like, have AccountRight updates since October 2019 made it impossible to print a nice little Accounts List like I always have been able to do?)
You also say, "this will create a .TXT file which can be dragged onto an empty Excel worksheet to open it." I am so dumb, for what you've said, I would need step by step directions as I've never had to do any dragging of a file into an Excel worksheet. I can open up an Excel spreadsheet!! (Hopeful look on my face).
Thank you if you can help me further,
Hippo
Hello Hippopotamus AliK607
I think that what you are after is the srandard MYOB AR Accounts List [Summary] Report which is found under Reports / Accounts.
To get the other fields that you want go to the Insert /Modify tab at the top and then Show / Hide to add the extra fields that you want. Then re Run Report again.
Foir more information about reports and extra options have a look at this MYOB Support Note.
https://help.myob.com/wiki/display/ar/Displaying+a+report
I hope this is what you were after.
Cheers
David
Dear David,
Thank you, nearly there...but! When I Display the Report, I have 8 pages. Then when I go into Insert/Modify and I add the Status, Tax Code etc. and it's all good EXCEPT that it's only 1 page of the Accounts List, not the entire 8 that make up the Report.
I haven't looked at your helpful link to the MYOB Support Note, but I thought I'd ask if you have an idea re my problem of only 1 page of the Accounts List being there ready to print, rather than the 8 that the Report consists of.
Thank you,
Hippo
Hello Hippopotamus
Have you reselected the Filters tab at the top. When in the Insert/Modify tou only see a sample page.
You are also able to drag and drop the report header names to reorder the columns.
Cheers
David
