Forum Discussion

Dean0's avatar
Dean0
Experienced User
9 months ago
Solved

Petty Cash Report

I used to be able to print out a detailed Petty Cash Report. I\Now I am only able to export the total and this is not helpful!
  • Shella_A's avatar
    Shella_A
    9 months ago

    Hi Dean0, 

     

    Thanks for the response.

     

    We’re glad to know that you’re able to export and print the petty cash report. If you need further help, don't hesitate to start a new post and we'll be happy to assist.
     

    Also, if my response above has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

     

    Cheers,

    Shella

Dean0's avatar
Dean0
Experienced User

I am trying to print out a monthly petty cash report. I used to either click on Bank transactions or account transactions then select petty cash from accounts box then export PDF and print. Now I can't find how to do this!

 

Shella_A's avatar
Shella_A
MYOB Moderator
9 months ago

Hi Dean0,

 

Thanks for the response.

 

Since you are using MYOB Business, to export a monthly petty cash report you may go to Reporting> Reports> All> Account transactions. When you are already at the account transaction report page, you may click the report option on the right side of the page and choose petty cash under the account. This help article business reports will help you along the process. You may also refer to the screenshot I have provided below.

 

 

 

Do let us know how it goes.

 

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

 

 

 

Cheers,
Shella

  • Dean0's avatar
    Dean0
    Experienced User
    9 months ago

    Thank you for your help. I followed the instructions and also had to click on Accrual and then was able to produce a petty cash list report that I was able to print.

    • Shella_A's avatar
      Shella_A
      MYOB Moderator
      9 months ago

      Hi Dean0, 

       

      Thanks for the response.

       

      We’re glad to know that you’re able to export and print the petty cash report. If you need further help, don't hesitate to start a new post and we'll be happy to assist.
       

      Also, if my response above has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

       

       

      Cheers,

      Shella