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February 2023
February 2023
I recently sent end of month statements and our customers have advised that no transctions appear on them. They are completely blank. I have checked tht these customer do in fact have balances and they are not showing. How do we fix this ASAP.
February 2023
February 2023
Hi @cass1906
Statements in AccountRight can print blank. This is due to the way in which the Print/Email Statements window will generate and populate the window.
When you open the Print/Email Statements window, the system will check to see if the card has a balance. If the card has a balance it will appear in the window to produce a statement. Should you have Only include invoices up to Statement enabled or use an activity statement it will only showcase invoices up to that date. This does mean that when you go to produce your statements the card will appear but due to that date option you are almost throttling the statement from showing values thus shows blank.
If you are expecting to see invoices appearing on the statement you would be looking at ensuring that you have no transactions dated after the statement date if you are going to use the Only include invoices up to Statement date or activity statement.
February 2023
February 2023
Thank you. We use Statement Typre: Invoice and date it the last day of the month. We have the only include up to Statement Date ticked. There are definately unpaid customer invoices that should be appearing, but the Statements still were sent as blanks.
February 2023
February 2023
Hi @cass1906
Can you provide us with an example of the statement that was produced and a copy of the Aged Receivables - Outstanding invoice analysis window (Select the Customer's card in the Card File and select the Balance arrow (top right)). With this information. we can look into the data that is being produced to have a better insight into what is occurring with that statement situation.
February 2023
February 2023
No problem, can you please let me know where I can send the information to rather then posting customer info in this forum?
February 2023
February 2023
Hi @cass1906
You are welcome to send that information through in a Forum private message to me.
Please note: that using this method you would need to ensure that information is contained within image files and use the Photos button when composing the message.
February 2023
February 2023
Hi @cass1906
Thank you for providing that screenshot.
Looking at that screenshot, it certainly seems like those statements are blank when data should be added. I can see that you are using a customise statement form, do you know if the same thing occurs on one of the default forms i.e. the Pre-Printed or the Plain-paper? (form can be adjusted by updating the Selected Form for Statement in the Advanced Filters of the Print/Email Statement window)
I can also see you are using the 31/01/2023 for that statement date, do the transactions show when run for a later date i.e. 16/02/2023?
February 2023
February 2023
It happens from time to time and if i printed a statement today it all shows as it should. What I was hoping is to stop blank statements going to customers when they shouldnt be blank. Because it doesnt happen eahc and every time I assume it is a MYOB issue and not my template.
February 2023
February 2023
Can you please provide me with an update. I have previously submitted the docs you requested privately.
February 2023
February 2023
Hi @cass1906
Generally speaking, when it happens randomly and can't be replicated it would be a matter of trying to narrow down factors that could be at play to determine if what does cause that situation to occur:
For example,
As you can see there a number of different variables that would have to be taken into account before we can look at investigating it further fully at our end. However, do look at trying to do some narrowing down of the certain circumstances when it does occur then we can look at working with you further to help identify what could be causing that situation.
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