Forum Discussion

StephanieVergar's avatar
StephanieVergar
Contributing User
12 months ago

Reports - how to report by account allocated to an expense or sale eg Travel Expenses

Hi does anyone know how to get a report that shows all invoices/credits that relate to an account. eg employee espenses or travel or events
  • Princess_R's avatar
    Princess_R
    12 months ago

    Hi StephanieVergar,

     

    Thank you for your post.

     

    In this matter, I would suggest running the Account transaction report, which displays all transactions assigned to the selected accounts during the specified period. You can select the accrual method to show all the account transactions. This report will provide you with the transaction type (spend money, pay run, invoice payments, bill payments, etc.). For further information, kindly refer to this Help article: Business Reports.

     

    Please let me know if you require any further assistance with this. I'm happy to help.

     

    If my response has answered your question, please click on "Accept as Solution" to help other users find this information.
     

    Cheers,

    Princess

Princess_R's avatar
Princess_R
MYOB Moderator
12 months ago

Hi StephanieVergar,

 

Thank you for your post.

 

In this matter, I would suggest running the Account transaction report, which displays all transactions assigned to the selected accounts during the specified period. You can select the accrual method to show all the account transactions. This report will provide you with the transaction type (spend money, pay run, invoice payments, bill payments, etc.). For further information, kindly refer to this Help article: Business Reports.

 

Please let me know if you require any further assistance with this. I'm happy to help.

 

If my response has answered your question, please click on "Accept as Solution" to help other users find this information.
 

Cheers,

Princess

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.