Forum Discussion

lib's avatar
lib
Contributing Cover User
1 day ago

Automatic scheduled reports

I had an idea that it would be good if I could get a report emailed to me once a week with a list of outstanding invoices. I tried asking Ai how to do this and the answer involved getting a MYOB developer account (which seems to be at least $110pm). This cost is certainly not worth it. 

 

I was wondering if anyone knows if there is a way to schedule reports like this?

 

Thanks in advance. 

1 Reply

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    1 day ago

    Hi Lib,

     

    I can see why a weekly email with your outstanding invoices would be useful, especially for keeping on top of follow-ups. MYOB doesn’t have a built-in option to schedule a report and email it automatically. The developer account option suggested by the AI would be a custom workaround, rather than something you need for MYOB’s standard reporting. For now, the outstanding or unpaid invoices report would need to be run and exported manually each week. I’d recommend adding your feedback to the MYOB AccountRight Ideas Exchange | MYOB Community so it can be considered for a future update. Thanks for taking the time to suggest it. 

     

    Regards,

    Sai