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MarkW1's avatar
MarkW1
Contributing User
15 days ago
Solved

MYOB for Excel

 

Can anyone advise on how to select just one instance of an invoice in MYOB for excel. When i run the report for a salesperson it will give me multiple entries for the same invoice. We will often invoice by the day for site attendance. At the end of the month we might have ten or more entries by date in the invoice. 

I just need to get the figure per employee per invoice in the spreadsheet. I can then filter as needs be.

 

Regards

Mark     

  • Mike_James's avatar
    Mike_James
    15 days ago

    Hi MarkW1 , testing this issue here I used the sales summary option, and ended up with duplicate entries just as you have. I then found that if I reduce the number of fields selected to the minimum I need, then the duplicates did not appear. My final report included:

    Invoice number, Date, Subtotal, Total tax, Total amount, Salesperson ID & Salesperson name.

    Hopefully this works for you.

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  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    15 days ago

    Hi MarkW1 , testing this issue here I used the sales summary option, and ended up with duplicate entries just as you have. I then found that if I reduce the number of fields selected to the minimum I need, then the duplicates did not appear. My final report included:

    Invoice number, Date, Subtotal, Total tax, Total amount, Salesperson ID & Salesperson name.

    Hopefully this works for you.

    • MarkW1's avatar
      MarkW1
      Contributing User
      15 days ago

      Hi Mike,

       

      Thanks that worked. 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    15 days ago

    Hi MarkW1 ,

    We're glad to hear that the solution provided by Mike_James solved your issue. If you have any more questions, please feel free to start a new post, and we'll be happy to assist you further.

    Regards,
    Earl