Account Right - Bill not displaying

Hi Treasurer7,

 

Thank you so much for your post and welcome to the Community Forum! I'm sorry to hear that you were having issues with your Purchase not showing in the Purchase Register. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response. 

Thanks for the detailed information. To make a transaction visible and have it correctly appeared in reports in MYOB, you need to ensure that you've entered the transaction accurately and assigned it to the accounts or categories. Here are the general steps to achieve this: 

Enter the Transaction:

• Depending on the type of transaction (e.g., sales, expenses, purchases), enter it in the relevant section of your MYOB software (e.g., Sales, Purchases, Banking, etc.).

Accuracy of Data Entry:

• Ensure that you've entered all the relevant details accurately, including the transaction date, amount, description, and any associated accounts or categories.

Assign Correct Accounts:

• For income and expense transactions, make sure you've assigned the correct income or expense accounts. In MYOB, you typically select the appropriate accounts when entering the transaction.

Check Transaction Status:

• Ensure that the transaction status is set correctly. For example, if it's an invoice, make sure it's marked as "Open" until it's paid, and then mark it as "Closed" when it's paid in full.

Reconcile Bank and Accounts:

• If it's a bank transaction, reconcile it with your bank statement to confirm that it matches the bank's records.

Generate Reports:

• Once the transaction is correctly entered and assigned, you can generate reports in MYOB to view and analyze your financial data. Common reports include profit and loss reports, balance sheets, and transaction history reports.

Customize Report Filters (Optional):

• Some reports allow you to customize filters to narrow down the data you want to see. You can specify date ranges, account categories, and other criteria to refine your reports.

Review and Adjust Reports:

• After generating the report, review it carefully to ensure that the transaction appears correctly and in the expected place. If you notice any discrepancies, double-check the data entry and account assignments.

Save or Print Reports:

• Depending on your needs, you can save electronic copies of reports or print them for your records or for sharing with others.

If you encounter specific issues with transactions not appearing correctly in reports, it's essential to review each transaction's details, including dates, accounts, and categories.

Please do let me know how you go on this.
Regards,
Earl