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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Reports: Run reports across financial years

Joanna
Experienced Partner

37Posts

167Kudos

0Solutions

37 Posts
Experienced Partner
New Zealand

It would be useful to be able to run a report across two financial years - for example, if I want to run a P & L for 1/1/13 to 31/12/13 I need to run a report for 1/1/13 to 31/3/13 then 1/4/13 to 31/12/13 and combine the two of them.

 

"Run reports across two financial years"

14 Comments
MYOB Moderator Matthew_W
2,173 Posts
MYOB Moderator
Thanks for your suggestion on making multi-period reports more flexible in the dates that they can be run for. We're always looking for new ways to make the reports more friendly in AccountRight so we would be happy to consider this. So we can keep track of the demand for this idea, please remember to vote on this idea if you'd like to see it added in.
Experienced Cover User MishyB
12 Posts
Experienced Cover User

I would really like to see this feature as our financial year runs on calendar year for educational purposes.

Ultimate Partner Mike_James
3,901 Posts
Ultimate Partner

For v19.x users we have an "any 12 months" profit report in our library of reports, also available for job profit reports. See www.datawise.co.nz for trial download.

Ultimate Partner DuncanS
1,667 Posts
Ultimate Partner

Further to Joanna's comment.

 

  Would it be possible to have a multiple year Profit and Loss.

 

Given that MYOB is not rolled over and the data not deleted, it would be useful to have a Profit and Loss for say 5 yeatrs.

 

Duncan Smith

 

Valued Partner JeffreyStephens
110 Posts
Valued Partner

Hi Joanna,

 

An alternative solution is an Add-on called BudgetLink. It has the ability to change the reporting year from a financial year to a calendar year and then run a profit and loss report for full calendar year

 

That functionality is available in the ultimate edition

You can download a free trial from here:

 

http://accountingaddons.com.au/budgetlink/

 

Regards

 

Jeff Stephenson

Accounting Addons

www.accountingaddons.com.au

jeff@accountingaddons.com.au

 

 

Experienced Cover User scfsh
72 Posts
Experienced Cover User

Production year is from 1 Mar - 28 Feb can you please allow profit and loss' to lapse between years so it is possible to print out a profit & loss for a production year.

 

currently, because you can only print months in their own financial year, you have to export 2 separate reports (1 mar - 30 jun & 1 jul - 28 feb) and manually total them in excel.

Experienced User Linh-Co
18 Posts
Experienced User

Hi

 

What I currently doing is using ODBC to extract data from 2 myob data file directly into excel so therefore no need for manual export from  2 reports.

 

Have a look at this and let me know if you need help.

 

Regards

LCD

oudwqiugPI
1 Post
Cover User

What about Sales reports....?

 

Seriously guys...this is 2014...and MYOB can't even run a sales report across 2 financial years?

 

Can't answer the phone...

 

But happy to take my money!!!

 

Frustrated.

 

MYOB Moderator Steven_M
27,459 Posts
MYOB Moderator

Hi @OudwiqiugPL

Thanks for your feedback and comments regarding the reports crossing financial years.

There are some sales reports that can only be done for the financial years such as the Analyses Item Sales report.  Generally this is because the way in which AccountRight would store that information and what the report is trying to achieve. However in saying that there is a variety of sales reports that do run across multiple financial years such as the Items>>Sales Details or the Sale Register>>All Sales report

RogersDC
1 Post
Cover User

MYOB - Please, you must include the ability to pull data and run customer reports over multi financial years. As a builder the inability to do so is extremely frustrating. As you can appreciate most building projects don't build themselves neatly within financial years, in fact they usually run over at least 2 financial years and for this reason MYOB is not currently as helpful to construction businesses as it may be for other businesses. Otherwise keep up the good work.

 

We need to run customer sales reports that span over multi financial years. Can you please make this happen ASAP?

 

 

regards,

Peter