Forum Discussion

Trushka's avatar
Trushka
Contributing User
2 months ago

Can I consolidate invoices for multiple branches

We have had a request from a Kindy Association to provide them with a consolidated account. We have over 20 individual accounts for Kindys in this organization - all in different locations and servi...
customise reports
  • Trushka's avatar
    Trushka
    2 months ago

    I found a way to provide a consolidated sales report to the Company's Head Office - use the customer custom list function.

     

    Set up a consolidation name/code and enter into each applicable customer card.

    Run a customer sales summary: Advanced filter/additional filter/custom list.

Princess_R's avatar
Princess_R
MYOB Moderator
2 months ago

Hi Trushka,

 

It's not possible to directly link separate customer cards to create a consolidated invoice. However, if you think this feature would be helpful, you can suggest it on the Ideas Exchange board. It's a great place to share your ideas and feedback, and it helps shape future updates to MYOB products.

 

Cheers,

Princess

  • Trushka's avatar
    Trushka
    Contributing User
    2 months ago

    I found a way to provide a consolidated sales report to the Company's Head Office - use the customer custom list function.

     

    Set up a consolidation name/code and enter into each applicable customer card.

    Run a customer sales summary: Advanced filter/additional filter/custom list.

    • Shella_A's avatar
      Shella_A
      MYOB Moderator
      2 months ago

      Hi Trushka,

       

      That's awesome! Using the customer custom list function is a smart way to consolidate sales reports. Just set up a consolidation name/code in each customer card, then run a customer sales summary with the advanced filter and custom list options. Easy and efficient!

       

       

      Cheers,

      Shella

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