MYOBCommunity
Partner Zone
|
|
Partner Zone

Cards: Show transactions associated with a card

This thread is now closed to new comments.
Some of the links provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
Highlighted
Experienced Cover User Mel_Gibbons
18 Posts
Experienced Cover User
New Zealand
Mel_Gibbons
Experienced Cover User

18Posts

4Kudos

0Solutions

Cards: Show transactions associated with a card

It would be nice if there was a screen like Sales, where you could just have one clients transactions, all invoices, payments, credits etc to help with easy reconcillation. I know you can do a report, but it would be easier to do a quick reconcillation if the client phones to query something.  Cheers Mel

 

"Client Transactions"

2 REPLIES 2
MYOB Moderator Steven_M
28,566 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

28566Posts

3368Kudos

4199Solutions

Re: Client Transactions - Status changed to: Under consideration

Hi @Mel_Gibbons

 

Thank you for your feedback in regards to AccountRight and customer information.

I would encourage other users that you would like to see a window where you can see all the customer information such as invoices, payments, credits to vote and comment if required for this idea.

Currently a possible workaround would be:

  • Printing an activity statement for the customer
  • Card File>>Cards Lists >>Select the Card>>Select the arrow next to the Balance in the top left to see the outstanding invoices.
  • Reports>>Sales>>Customer>>Customer Ledger report.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

MYOB Moderator Steven_M
28,566 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

28566Posts

3368Kudos

4199Solutions

Re: Client Transactions - Status changed to: Already in product

Hi Everyone


You can see a full list of transactions for a card using the Find Transactions Card tab. Within here this will show you all the transactions associated with that card for the date range and advanced search criteria entered.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post