Forum Discussion

Contributing User

5 months ago

Solved

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

Earl_HD
2 years ago
Hi SuFish,

Thanks for letting us know that it is now working. I would suggest on visiting this help article that has detailed information about: Add a Pay Super payment authoriser

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

Trushka

Contributing User

4 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

MYOB Moderator

4 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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branches","id":"message:885034","revisionNum":1,"repliesCount":3,"author":{"__ref":"User:user:196491"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:885034"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:885034"},"body@stripHtml({\"truncateLength\":200})":" 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...","body@stringLength":"412","rawBody":"

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 serviced/invoiced on different days of the month.

Can we somehow link these separate customer cards to create a consolidated invoice?

Fingers crossed, regards

Cat

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Hi Trushka,

Cheers,

Shella

","body@stringLength":"656","rawBody":"

Hi ,

Cheers,

Shella

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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.

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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.

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