I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

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I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

 
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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Hello @Hippopotamus ,

Assuming you are using Accountright,
You may be able to achieve this by using the 'Import/Export Tool' under the File menu at the top:

Be sure to select Export Data > Export 'Accounts'  > Type 'Account Information' > 'Separate Data Using Tabs' > and include atleast the following fields in your export file (see screenshot)

This will create a .TXT file which can be dragged onto an empty Excel worksheet to open it.

Regards,


Regards
Ali
MYOB Client Support
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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Dear Ali,

Thank you for your help, but I did all your steps up until "this will create a .TXT file..."

Maybe I should have left it saved in:  Windows (CSmiley Happy - windows - System32  which was what if offered,

but instead I saved it in My Documents under a folder I keep for notes on MYOB.

Anyway, what I saw was a Notepad document which was not very easy to read, the columns were not very

neat because some account names are longer than others, so that the Tax Codes weren't in a nice column, like they used to be when I would print an Accounts List straight from MYOB (the last time I printed an Accounts List (Summary) with AccountRight was 23.10.19 and it came out wonderfully, a nice report with the Current Balance, Tax Code and Status.  Like, have AccountRight updates since October 2019 made it impossible to print a nice little Accounts List like I always have been able to do?)

You also say, "this will create a .TXT file which can be dragged onto an empty Excel worksheet to open it."  I am so dumb, for what you've said, I would need step by step directions as I've never had to do any dragging of a file into an Excel worksheet.  I can open up an Excel spreadsheet!! (Hopeful look on my face).

Thank you if you can help me further,

Hippo

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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Hello @Hippopotamus  @AliK607 

I think that what you are after is the srandard MYOB AR Accounts List [Summary] Report which is found under Reports / Accounts.

To get the other fields that you want go to the Insert /Modify tab at the top and then Show / Hide to add the extra fields that you want. Then re Run Report again.

Foir more information about reports and extra options have a look at this MYOB Support Note.

https://help.myob.com/wiki/display/ar/Displaying+a+report

Capture.JPG

I hope this is what you were after.

Cheers

David

 

DAVID CREE
MY Business Locum MBA, LCGI, MICB
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Ph: 0418 622 163 Fax: 08 8362 2163
mybl@senet.com.au
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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Dear David,

Thank you, nearly there...but!  When I Display the Report, I have 8 pages.  Then when I go into Insert/Modify and I add the Status, Tax Code etc. and it's all good EXCEPT that it's only 1 page of the Accounts List, not the entire 8 that make up the Report.

I haven't looked at your helpful link to the MYOB Support Note, but I thought I'd ask if you have an idea re my problem of only 1 page of the Accounts List being there ready to print, rather than the 8 that the Report consists of. 

Thank you,

Hippo

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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Hello @Hippopotamus 

Have you reselected the Filters tab at the top. When in the Insert/Modify tou only see a sample page.

You are also able to drag and drop the report header names to reorder the columns.

Cheers

David

DAVID CREE
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Ph: 0418 622 163 Fax: 08 8362 2163
mybl@senet.com.au
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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Thank you, David!

Yep, after I was in Insert/Modify and had done my Show Hide preferences there, and it was only showing the one page of my 8-page Accounts List (Summary), I did like you said and clicked on Filter and then I was able to print out all 8 pages of my report with Tax Code etc. headers.  Just like I used to do in days of yore, simply by clicking Print! 

Kind regards,

Happy Hippo Here (at long last!)

PS:  You mentioned,  "You are also able to drag and drop the report header names to reorder the columns."

I also noted that under Show Hide was the option to Order, where you could change the order of the Headers/columns.  Is that just an additional way to change the order, or is that what you are calling "drag and drop"?

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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Hello @Hippopotamus 

I am happy that you are happy!

You are correct about either way to reorder columns.

cheers 

David

DAVID CREE
MY Business Locum MBA, LCGI, MICB
MYOB Certified Consultant
Ph: 0418 622 163 Fax: 08 8362 2163
mybl@senet.com.au
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Re: I want my Accounts List to print with a Tax Code and Status column. It always used to do that easily.

Total Tick Here, David!

Our work is done!

Happy Hippo

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