Forum Discussion

KathyH61's avatar
KathyH61
Experienced User
2 years ago
Solved

Customer Sales (detail) report not showing description

The current statement template does not include a description showing what an invoice has been issued for.  I recently switched over from Account Right which had this feature.  I shouldn't have to go...
  • AngeOD's avatar
    AngeOD
    3 months ago

    Hi guys, I have found a way around looking for a report that shows entries in the description field. We were looking for a site address that was entered in the description field on the invoices.

     Go to reporting - reports - journal entries - Customise your dates and expand all. Then the "important thing" click on Customise - in there is a drop down menu called Select columns to display, click on select all and apply. This will show you a field called line description, it is the third from the bottom which shows entries in description field in invoices. I find it easiest to export to excel and search in excel for relevant info.

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi KathyH61,

Thank you so much for your post and my apologies for the late response. 

We understand that when generating the Customer Sales (Detail) report, the Description field doesn't display the expected information. We've brought this issue to the attention of the relevant team, although we don't currently have an estimated timeline for its resolution. Please be assured that our corporate team is actively addressing this concern, and we hope to include a fix in an upcoming update.

Feel free to post again if you have further queries and one of us will be happy to assist you.
Regards,
Earl

DexT17's avatar
DexT17
Member
6 months ago

Hi All,

 

Good Day

I’m a new user, but I’m still encountering this issue.

The description field does not appear in the following reports:

Customer Sales (Detail)

Purchases (Detail)

General Ledger

 

Has this issue already been resolved? If not, is there any known workaround to display the descriptions correctly?

Looking forward to your advice.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    6 months ago

    Hi DexT17,

    Thanks for raising this! We’re aware that when you run the Customer Sales Detail report in MYOB Business for any period, the description column on the invoices shows up blank, even though there are line descriptions on the actual invoices. I also checked the General Ledger report on my end and was able to see the transaction description there.
     

    It’s definitely worth clearing your browser’s cache and history to see if that helps. If the issue sticks around after that, just reach out to our team so we can take a closer look for you. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

    Regards,
    Earl
     

    • DexT17's avatar
      DexT17
      Member
      6 months ago

      Hi Earl_HD

       

      I've already cleared my browser's cache, but the description still shows up blank. Is there another workaround for this?

       

    • DexT17's avatar
      DexT17
      Member
      6 months ago

      Hi Earl_HD

       

      Good day

      I just wanted to follow up on my earlier query. It appears that MYOB lite may fundamentally flawed, as it has failed to address longstanding issues. Continuing to offer this product in its current state risk wasting client's time, money and effort. I believed this warrants serious consideration and action.

       

      Looking forward to your response

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