Forum Discussion

KLAIR's avatar
2 years ago

Catergory General Ledger Report

Could you please advise why the catergory GL report (when using MYOB Online) does not include the data from payruns.  For example when I use this report, the Superannuation P&L account only shows GL Journals and not the super from the payruns.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi KLAIR,

    Thank you so much for your post and welcome to the Community Forum! Sorry to hear if you are having problems with your report and thanks for the information. I really appreciate your patience and understanding about this issue and I do apologize for the delayed response.
     

    The General ledger report lists all the transactions that have been applied to an account for a specified period. 

    1. Go to the Reporting menu and choose Reports .
    2. Click to open the General ledger report.
    3. Filter the report as required:
      • Set a period to view
      • Choose the accounts to include
    4. Select an Accounting method:
      • Cash to calculate the values on the report as at the dates that money was received or paid
      • Accrual to calculate values as at the dates that invoices or bills were issued.
    5. Click Report options for additional filters.
    6. View details of a journal.
      1. Click the dropdown arrow for a displayed account to view its transactions.
      2. Click a transaction's Balance amount to see its details in a new browser tab.

     

    You can also visit this help article: Business reports
    Feel free to post again, we're happy to help.
    Regards,
    Earl

    • KLAIR's avatar
      KLAIR
      The general Ledger report works; it is the Category GL report that is missing transactions.
       
      Kind regards
  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi KLAIR

    My apologies. Go to the Reporting menu and choose Reports > Category.

    1. Click to open the Category general ledger report.
    2. Filter the report as required by:
      • a date range
      • accounts
      • categories
      • transaction types
      • amounts and transaction memo text (click Transaction filter).

           3. Click a category to show the balances of accounts and transactions assigned to that category – click                           Expand all to see all of them.

           4. Click Customise to remove or reorder columns.

    If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.

           5. If you want to save your changes to the report, click Save as to save it as a custom report. The report with             your changes will then be available in the Custom reports tab.

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