Forum Discussion

LG3's avatar
LG3
Contributing User
5 years ago

View invoices for each job

Hello, Does anyone know how I can view the invoice history for each job. I would like to be able to look at the job and see what invoices have been created for that job and which have been paid.  ...
  • Komal_S's avatar
    Komal_S
    5 years ago

    Hi LG3 

     

    You can either view the invoice history individually for each job, by going to Find Transactions>>Job>>Search by specific job and then Advanced Filters>>Search by source journal (Sales) or run the Job transactions accrual report with the same filters. The report, however, will not show which invoices are paid. 

    Let me know if you have any questions on this.

Komal_S's avatar
Komal_S
MYOB Staff
5 years ago

Hi LG3 

 

You can either view the invoice history individually for each job, by going to Find Transactions>>Job>>Search by specific job and then Advanced Filters>>Search by source journal (Sales) or run the Job transactions accrual report with the same filters. The report, however, will not show which invoices are paid. 

Let me know if you have any questions on this.

  • LG3's avatar
    LG3
    Contributing User
    5 years ago

    Thanks Komal. That is what I was looking for.

     

  • LG3's avatar
    LG3
    Contributing User
    5 years ago

    Is there a way that I can I see invoices against inactive jobs using the find transactions way?

     

    Thanks

    LG03

    • Komal_S's avatar
      Komal_S
      MYOB Staff
      5 years ago

      Hi LG3 

      Whilst Find Transactions window does not show transactions for inactive jobs, however, you can run Job Transactions [Accrual] report as that would allow you to include inactive jobs while searching for transactions. 

Looking for something else?

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

Community home

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