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Polly_Templeton's avatar
Polly_Templeton
Trusted User
1 day ago

no undeposited funds prepare bank deposit feature in MYOB Business

As I can't log in too MYOB AccountRight on the desktop at present I am having a go at online. This is the reason why I never use it. It seems there is no prepare bank deposit feature. I entered 15 c...
Polly_Templeton's avatar
Polly_Templeton
Trusted User
1 day ago

Hi Sai,

Thanks so much for your response.  I am now back in the browser version. It's a good exercise to try to work out how you do one's normal desktop functions in the browser version. The other thing is that I was unable to find out how to see a general ledger transaction listing for a particular account for a date range like you do in the desktop.  In the above case I wanted to see a listing of items in the undeposited funds account for the previous day.  I found out in the desktop that the total was missing $20 and it turned out there had been another credit card transaction later yesterday to make up the deposit in the bank feed.  Please could you send me a link to viewing account transactions for a date range. Many thanks

Polly

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    1 day ago

    Hi Polly_Templeton,

     

    Glad you tracked down the missing $20. That’s a handy clue for the next treasure hunt. In MYOB Business, you can view the transactions for a specific account and date range by:

     

    • Go to Reporting > Reports.
    • Open the General ledger report.
    • Set the required date range or period.
    • Select Undeposited Funds under the categories to include.

    You can then review the transactions posted to that account for the selected period. This guide has more information about the report: Business reports.

     

    Cheers,

    Doreen

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