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GCMRC's avatar
GCMRC
2 years ago
Solved

set defaults on bank transactions screen

Hi there

 

Can you please tell me if there is a way to set the default time period on the bank transactions screen?  It's always set to Custom which shows the last three months, but I would like to set it to This Month as that's typically all I'm interested in.

 

If you could get the developers to include an option for "Last month to today" that would be useful as well, especially at month end.

 

Thanks

 

Kevin

Gold Coast Model Railway Club

QLD

period
transactions
  • Steven_M's avatar
    Steven_M
    6 years ago

    Hi Mitch2 

     

    Physical inventory counts are completed based on the actual stock you do have on hand at the time.

     

    If you are in a situation where you are counting stock for the end of a period but you have sold those items you are would need to count the stock then work out what you have sold and purchased before adding or removing these items back into the count. For example, say I counted 10 items but I have sold 2 since the date I wanted the count for I would need to inflate my count number to 12 (10 in stock plus the 2 I have sold). Or with your SFmats example, it would a count of 3, as you had 3 in stock on that date.

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  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    2 years ago

    Hi GCMRC,

     

    Thanks for your post.

     

    My apologies for the delay in response. I understand that you wanted to set the default time period on the bank transaction screen to "this month." We appreciate your patience with this. When pulling up bank transactions, we always recommend changing it to the specific option under the period tab and adjusting the date range for your needs, so that what you will see on the transactions below is for that specific date you have entered. You may check the choices by clicking the arrow down beside the period tab. Please refer to the sample screenshot below:

     

     

     

     

     

    Feel free to post again anytime you require further assistance. 


    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

     

     

    Kind regards,

    Shella

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defaults on bank transactions screen","id":"message:859808","revisionNum":1,"repliesCount":1,"author":{"__ref":"User:user:269467"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Banking"},"conversation":{"__ref":"Conversation:conversation:859808"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:859808"},"body":"

Hi there

 

Can you please tell me if there is a way to set the default time period on the bank transactions screen?  It's always set to Custom which shows the last three months, but I would like to set it to This Month as that's typically all I'm interested in.

 

If you could get the developers to include an option for \"Last month to today\" that would be useful as well, especially at month end.

 

Thanks

 

Kevin

Gold Coast Model Railway Club

QLD

","body@stringLength":"540","rawBody":"

Hi there

 

Can you please tell me if there is a way to set the default time period on the bank transactions screen?  It's always set to Custom which shows the last three months, but I would like to set it to This Month as that's typically all I'm interested in.

 

If you could get the developers to include an option for \"Last month to today\" that would be useful as well, especially at month end.

 

Thanks

 

Kevin

Gold Coast Model Railway Club

QLD

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Hi GCMRC,

\n

 

\n

Thanks for your post.

\n

 

\n

My apologies for the delay in response. I understand that you wanted to set the default time period on the bank transaction screen to \"this month.\" We appreciate your patience with this. When pulling up bank transactions, we always recommend changing it to the specific option under the period tab and adjusting the date range for your needs, so that what you will see on the transactions below is for that specific date you have entered. You may check the choices by clicking the arrow down beside the period tab. Please refer to the sample screenshot below:

\n

 

\n

 

\n

 \"\"

\n

 

\n

 

\n

Feel free to post again anytime you require further assistance. 

\n


Otherwise, if my response has answered your inquiry, please click \"Accept as Solution\" to help other users find this.

\n

 

\n

 

\n

Kind regards,

\n

Shella

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