7 months ago
Report - input by period
Hi, Can we run a report to showing what input into AccountRight by period? For example, - a report included all bill/credit/payment inputted into Purchases by vendor from 05/02/2024 to 11/02/20...
I am talking about posting date and not transaction date. Thanks
Hi Flo7,
Thanks for your post, and welcome to the Community Forum. I hope you find plenty of helpful information.
My apologies for the delay in response. I understand now that you're looking for a way to generate a report in MYOB AccountRight based on the posting date. I appreciate your reaching out. MYOB AccountRight does have a comprehensive reporting feature. You might be able to create a custom report that suits your needs. Here are some general steps you can try:
You may check this sales report for all applicable reports that you can pull out in AccountRight. Let me know if you're unable to find the report or create the repost you need.
I hope this helps. If you have any other questions or need further assistance, feel free to ask.
Kind regards,
Shella
Hi Flo7,
I hope this message finds you well today. I just wanted to follow up on whether you still require assistance with your report, as we’re not able to receive any response. If you still encounter any further issues, please feel free to reply, as we're always delighted to assist you further.
Kind regards,
Shella
Hi Flo7,
I hope this message finds you well today. We have recently asked for updates to assist you further, but we have not received any response. We will be closing this thread now. If you encounter any further issues, please feel free to start a post again. We're always delighted to assist you further.
Kind regards,
Shella
Hi Shella,
I did know how to run report by period. However the Date on all report was transaction date. I want to run report by posting date not transactiond date.
For example, I input an invoice dated 25/02/2024 on today 05/03/2024. The date on the transaction I put 25/02/2024. All report run by period is under transaction date. I need to run a report for posting date. In this case, I run a report with posting date 05/03/2024 will only include transactions that I input on 05/03/2024.
I use another system, can run report by transaction date or posting date. Can MYOB do that?
Hi Flo7,
Thanks for the response.
My apologies for the late reply. Currently, MYOB primarily runs reports based on the transaction date. This can be a limitation of the system. Your feedback is valuable and helps us improve our system. I ask that you take a moment to post on the AccountRight Ideas exchange board for consideration, as I will be bringing this up with the relevant team. You're welcome to share your thoughts with us.
Let me know if there's anything else I can assist you with.
Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.
Kind regards,
Shella