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.

Trushka's avatar
Trushka
Contributing User

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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