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Eswari's avatar
Eswari
Contributing User
3 years ago
Solved

Supplier Card - Last transaction date

We need to clean up our supplier Card File, by making supplier accounts inactive. Is there a report available within MYOB AccountRight that would show the last transaction date - either last invoice date or last payment date against a supplier? I exported the supplier Card File data but couldn't find a column field that would show this information. The information is available within the Card File window/screen. However, when I attempt to print the information, the data is not displayed as it's not available in selection.

 

 

  • Celia_B's avatar
    Celia_B
    2 years ago

    Hi ease,

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    Thank you for flagging this to us. In this regard, you will need to check what is the current year under Set up>>company information as this problem is only caused if the financial year is not rolled over. 

     

    To Roll over your financial year, Under File Menu>>Close a Year>>Close Financial Year. Read each screen carefully and follow the prompts. If something is displayed incorrectly by MYOB, attach a screenshot of the relevant close FY screen as well as the Setup>>Company information screen showing the current FY. 

     

    You can check this Help Article: 

    Prepare your GST return (New Zealand only)

    Close the Financial year

     

    If you need more support on this or in the future, please feel free to post again. We're happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards,

    Cel

     

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  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi Eswari 

     

    Sounds like you have the way I would recommend obtaining that information i.e. add the Last Sale/Purchase to the Card List, it's just a matter of obtaining that information in an export/report.

    What I would do is ensure that you have the Card List window as per your attachment. Once you have the information listed, right-click on one of the data points i.e. the Card ID of the first card listed. You should get the option to Copy List to Clipboard. If you select that one your world is your oyster - you can paste that information into Word, Excel, Notepad... 

     

    Want to see the process in action? Check out Help Article: The Cards List -- Things you can do with the Card List -- Export the list to Excel.

    • Eswari's avatar
      Eswari
      Contributing User
      3 years ago

      Thank you, Steven

      The solution/advice given worked. Apologies for the delay in responding as the external team is on site.

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We need to clean up our supplier Card File, by making supplier accounts inactive. Is there a report available within MYOB AccountRight that would show the last transaction date - either last invoice date or last payment date against a supplier? I exported the supplier Card File data but couldn't find a column field that would show this information. The information is available within the Card File window/screen. However, when I attempt to print the information, the data is not displayed as it's not available in selection.

 

 

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We need to clean up our supplier Card File, by making supplier accounts inactive. Is there a report available within MYOB AccountRight that would show the last transaction date - either last invoice date or last payment date against a supplier? I exported the supplier Card File data but couldn't find a column field that would show this information. The information is available within the Card File window/screen. However, when I attempt to print the information, the data is not displayed as it's not available in selection.

 

 

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,PHN2ZyBjbGFzcz0ibXlvYi1pY29uIiB2aWV3Qm94PSIwIDAgMjQgMjQiIHhtbG5zPSJodHRwOi8vd3d3LnczLm9yZy8yMDAwL3N2ZyI+IDxwYXRoIGQ9Ik0xMiAwYzYuNjE3IDAgMTIgNS4zODMgMTIgMTIgMCA2LjYxNi01LjM4MyAxMi0xMiAxMlMwIDE4LjYxNiAwIDEyQzAgNS4zODQgNS4zODMgMCAxMiAwem03IDE2LjE2NlY3LjgzYzAtMS41Ni0xLjI3LTIuODMtMi44MzMtMi44M0g3LjgzM0M2LjI3MSA1IDUgNi4yNyA1IDcuODN2OC4zMzVDNSAxNy43MjkgNi4yNzEgMTkgNy44MzMgMTloOC4zMzRDMTcuNzMgMTkgMTkgMTcuNzMgMTkgMTYuMTY2ek04LjU0NSA5LjUyTDggOS41MjRWNmgxdjIuODgxYy0uMTcyLjE5Ny0uMzIzLjQxLS40NTUuNjM5ek0xNSAxMS41YzAgMS42NTYtMS4zNDQgMy0zIDMtMS42NTcgMC0zLTEuMzQ0LTMtMyAwLTEuNjU3IDEuMzQzLTMgMy0zIDEuNjU2IDAgMyAxLjM0MyAzIDN6bS01LTMuNDQ0VjZoNi4xNjdDMTcuMTc4IDYgMTggNi44MjIgMTggNy44MzF2MS42N2wtMi41NTMuMDA1QzE0Ljc1NCA4LjMxMyAxMy40NzcgNy41IDEyIDcuNWMtLjczMSAwLTEuNDA5LjIxMi0yIC41NTZ6TTE2IDhoMVY3aC0xdjF6TTcgOS41MjRsLTEgLjAwM1Y3LjgzMmMwLS43MS40MDktMS4zMTggMS0xLjYyMnYzLjMxNHoiIGZpbGw9IiM2ODc0ODAiIGZpbGwtcnVsZT0iZXZlbm9kZCIvPiA8L3N2Zz4=\")\n 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Supplier Card - Last transaction date","moderationData":{"__ref":"ModerationData:moderation_data:774632"},"body":"

Hi Eswari 

\n

 

\n

Sounds like you have the way I would recommend obtaining that information i.e. add the Last Sale/Purchase to the Card List, it's just a matter of obtaining that information in an export/report.

What I would do is ensure that you have the Card List window as per your attachment. Once you have the information listed, right-click on one of the data points i.e. the Card ID of the first card listed. You should get the option to Copy List to Clipboard. If you select that one your world is your oyster - you can paste that information into Word, Excel, Notepad... 

\n

 

\n

Want to see the process in action? Check out Help Article: The Cards List -- Things you can do with the Card List -- Export the list to Excel.

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Thank you, Steven

The solution/advice given worked. Apologies for the delay in responding as the external team is on site.

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