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
Hi HeatherDBS and Meegies
I totally agree with you that it’s definitely not an ‘enhancement’ or ‘new idea’ considering it was there in the previous version. It is very frustrating to say the least. It's perplexing that they have the ‘Allocation Memo’ field option for the Job Activity Report but not the Job Transaction Report. And even then it is not showing for certain transactions, in particularly the PJ and SJ source types.
We are looking at getting a totally new, more robust system for our growing business, but given the issues I have experienced with this version upgrade, I would be reluctant to go with MYOB.
Please get your act together MYOB, and include the ‘allocation memo’ field to the Job Transaction Report as many of us have requested!!!
Cheers
Frank
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