Davo76's avatar
Davo76
Partner
11 years ago
Status:
Done

Report: Balance Sheet - Comparisons

It would be good to have the ability to generate a Balance Sheet and P&L that shows prior period comparative data within Live Accounts.

 

If possible, the option to show additional columns such as $ movement or % movement would be helpful also. 

 

Most accountants would find this helpful in analyzing the performance of a business.

 

"Balance sheet and Profit and Loss Comparatives"

24 Comments

  • Steven_M Thanks for the tip on XLS exporting, however this does not solve the problem. Many clients add and remove accounts between years, making it cumbersome to manually adjust the XLS data to match year on year. 

    A comparison year on year function is the obvious feature that is required here, and it looks like im not the only one that wont be suggesting to clients to use essentials moving forward if this "enhancement" is not made (I really don't see it as an enhancement, it is a BASIC function. I have some clients who are still using software from the early 2000's and they have this feature - they wont move to your product because this one simple feature is missing).

    Please pass the request up the chain, thanks. 

  • Hi Josh_Q

     

    Thank you for your comments and feedback in regards to this idea.

    The idea is still marked as Under Consideration. At this stage we are still encouraging clients to vote and comment if required if they would like to see this idea included in the program. The option to export out the data using the XLS option is a workaround that can be used at this time.

    Once again thank you for your feedback i have shared it with the team.

  • CloverQ's avatar
    CloverQ
    Former Staff
    Status changed:
    Open
    to
    Planned

    Thank you all for your interest in this idea. 

     

    Last year comparatives is already available for Profit & Loss in Essentials Accounting, our developers are also planning to bring this option for Balance Sheet as well. We will bring you updates when we have more details available. 

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Thanks for adding P&L comparatives; Comparatives (for the same period of the previous year) for the Balance Sheet are absolutely "essential", please advise whether this idea is any closer to implementation?

     

    What would be even nicer is to have a comparison to any other period, eg last month, last year-end, etc.

  • It would be great if this matter can be resolved as a priority. Last comment from MYOB was in January? Can you provide actual timeframe when this would be completed?

  • Hello, any update on Balance sheet reports showing more than 1 period?

     

    Between November 2013 and January 2017 has anything changed?

  • It has been 4 years since the above comment has made.  Could you please provide an update on when you expect balance sheet comparisons to be available? It seems to me if it is available in the Profit and Loss reports, it shouldn't be too hard to provide same functionality in the balance sheet, and certainly shouldn't take 4 years to figure that out.  Am seriously looking at moving software, it seems to me that user feedback really isn't worth much.

  • Status changed:
    Planned
    to
    Done

    Hi Everyone


    MYOB Essentials will allow the Balance Sheet (and Profit & Loss) reports to have the option to compare to Last year.


    Note: This is an option is available for the new MYOB Essentials platform, existing (original) MYOB Essentials platform users would be migrated across to the new platform in due course. Although, users can compare to last year using the Profit & Loss report in the original platform.