Please add ALLOCATED MEMOs to HIDE/SHOW box in REPORTS - JOB-Transactions. This was a feature in 19.9 but has been omitted from 2013.2. This is a feature that is required by our company. ...
It would be really handy if the "allocation memo" could be added as an available column in the Job Transaction (Accrual) Report.
The reason being, the Job Transaction (Accrual) report is one of the few reports that has
| Beginning Balance : | -$381,183.19 |
| Net Activity : | $13,316.66 |
| Ending Balance : | -$367,866.53 |
at the end of the report. It is really handy for clients to be able to see this format. But unfortunately the allocation memo is an option as an additional column. The allocation memo column adds additional details that are not included in the Memo line, that relate specifically to the individual lines of the transaction.
cheers
Bernadette
Needs an area for "description" or an "allocation Memo" known in V19
In the previous version 19.5 this report has an allocation memo field which doesn't appear in v2016. Can I please have this field to allow me to report as previous
Hi TheGlebeMgmt
If you look at the Job Detail report I think you will find the Allocation Memo.
You may need to Modify to Show the field if it does not appear first up.
I spent a lot of time on the phone with MYOB today. Its definately not there, the 2016 specialist at MYOB asked me to post this for the team to see and action. I think you may be confusing the job transaction report with the job detail accrual report.
Hi TheGlebeMgmt
Yes I was referring to the Job Activity Detail report, which does show the Allocation Memo, see below. However this is sub totalling everything by each GL Account whereas I guess the Job Transaction report is subtotalling by Job Number.
Would the following layout help?
This is a Job Detail report run in our Business Intelligence Software BI4Cloud. The Trx Description is the Allocation memo. You can present the data in may different ways, this one is at transaction detail Subtotaled by Job Number.
It can be exported to Excel or set up to auto email and or filter by Job, Job Header, Job Manager etc.
You can try this on your data to see if it will help you.
We are one of the MYOB Add on solutions - See http://myob.com.au/addons/listing/52/business-intelligence-for-myob/
I support this request - it was an option in V19 (classic) and we were using it almost daily...
I too support this list.
I would consider reverting back to v19 due to this oversight alone!
We use jobs to represent each department. Every month I send them a listing of all their transactions to review/confirm what's been coded to their department. Now they have a listing, but with no details. Useless!
Thanks for your feedback and its great to see that @Jennifer_Kelly has offered her assistance in regards to producing that report.I have merged idea with this similar idea that has already been included on the AccountRight Idea Exchange.
However I can confirm as requested that all ideas and comments are passed onto the program development team for their possible inclusion in future releases of the program.Hi Steven_M,
Is it possible for you to send a link to the "similar idea" so those of us hanging out for this fix (it really is a fix - not a new request - it used to be available and now it's not), can make sure we've voted for the other idea?
Thanks.
Heather
Hi HeatherDBS
It seems they have merged the ideas together in the forum.
I certainly posted my request as a new idea, and it is now included in this thread created by BernadetteB
Cheers Andie
Hi HeatherDBS
As TheGlebeMgmt has indicated, I've merged/moved the idea you and TheGlebeMgmt where commenting on along with the feedback and votes to this idea already included on the AccountRight Idea Exchange.
A direct link to the merged idea, if you require it, is : Job Transaction (Accrual) Allocation memo as an available column optionSuch a shame this wasn't implemented into the recent upgrade... #PleaseFixThisASAP
Has anyone found a solution to include the 'Allocation Memo' field to the Job Transaction Report?
We rely heavily on this report to perform our analysis and for our management report. We have contacted MYOB Techinical Support numerous times and was told this won't be implemented anytime soon. This field was available to include in the report in AccountRight v19 but somehow the developers have removed it in AccountRight2016.
It would be good if someone from MYOB would explain why this was removed in AccountRight2016 and when will this be reinstated?
Cheers
Frank
