Forum Discussion

Nada1's avatar
Nada1
Contributing User
5 years ago
Solved

MYOB reports splitting up payment methods

Is there a report in Myob - that breaks down the payment method ie cheque, direct deposit, cash or credit card?
Banking
Reports
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi Nada1 

     

    I think your best option for that information would be the Bank Register report - Reports>>Banking>>Cheques and Deposits. This report allows you to add in the Payment method column to that report - Insert/Modify>>Show Hide (Report Columns). By doing this it will show the payment method listed on the transaction. If you are looking at filtering by those payment methods you would be looking at sending that information to Excel for that additional filtering.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi Nada1 

 

I think your best option for that information would be the Bank Register report - Reports>>Banking>>Cheques and Deposits. This report allows you to add in the Payment method column to that report - Insert/Modify>>Show Hide (Report Columns). By doing this it will show the payment method listed on the transaction. If you are looking at filtering by those payment methods you would be looking at sending that information to Excel for that additional filtering.

Nada1's avatar
Nada1
Contributing User
5 years ago

Thanks Steven,  Perfect!!!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.