Since changing to cloud version I cannot see how to search all transactions/entries in a particular account.
ie: I need to see the bank fees for the last FY, I can only see the account balance, not all the individual monthly entries and I'm sure some have doubled up. I enter the FY dates.
Any help would be appreciated.
Julie
Hi Imprec44,
Thanks for clarifying that. I can see why that’s confusing. In the browser version, searching a single account can show the account balance rather than a full line-by-line list for the period. To see all the entries for that account, the better option is to run an Account Transactions or General Ledger Detail report for that account and date range instead. Accounts reports
Regards,
Earl
Sai,
This is not what I am after. That gives me every bank transaction for the FY!
Previously I could enter an account number (6-1020 Bank Charges) then select the period I am searching and all the entries could be seen for that period only.
Now if I enter the account# it just gives the account balance and there is no where to select the period required.
Please check and get back to me.
TIA
Julie
Hi Imprec44,
Thanks for reaching out. If you’re using MYOB Business, the best place to check this would usually be Banking > Find transactions. From there, you can use the Transactions or Debits and credits tab, set the date range, and search or filter for the account or transaction you want to review. If you’re trying to see how a transaction has been posted, the Debits and credits tab is usually the more helpful one, as it shows which accounts were affected.
Regards,
Sai
