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MarkW1's avatar
MarkW1
Contributing User
5 months ago

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 i...
  • Mike_James's avatar
    Mike_James
    5 months 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.

Mike_James's avatar
Mike_James
Ultimate Cover User
5 months 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
    5 months ago

    Hi Mike,

     

    Thanks that worked. 

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