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Product Improvement Suggestions

PG-QLD
2 Posts
Cover User
Australia
PG-QLD
Cover User

2Posts

0Kudos

0Solutions

Product Improvement Suggestions

1. Can templates be created by a partner that don't expire and then the partner has the ability to have them incorporated into future files created by them against their serial number prior to data being added to the file and it commences to be used?

2. Can we create a report for debtors which shows clients on 30 days terms and those on 7 days terms and have the ability to switch between the two?

3. Can we create an aged receivables report for any date in the past and have the data in the report accurately reflect the client's position at that date?

4. Is it possible in the creditors and debtors list to only show those accounts which don't have a zero dollar balance rather than list every client even if they have a zero dollar balance?

1 REPLY 1
Ultimate Partner David_Cree
979 Posts
Ultimate Partner
Australia
David_Cree
Ultimate Partner

979Posts

314Kudos

126Solutions

Re: Product Improvement Suggestions


Hello @PG-QLD
see my comments below.
@PG-QLD wrote:

1. Can templates be created by a partner that don't expire and then the partner has the ability to have them incorporated into future files created by them against their serial number prior to data being added to the file and it commences to be used?

 

Create a file as you want it without a serial number. Save it locally in My Library.

Capture1.JPG

When you want to use it find it in the My Account Right Files foleder and copy and remame it. open it and make changes to company details, serial # etc.

 

2. Can we create a report for debtors which shows clients on 30 days terms and those on 7 days terms and have the ability to switch between the two?

 

Use the Report Card List Detail. After you display it select the Insert/Modify tab then Show Hide. Hide all the columns except Name & Terms. you may need to export the report to excell to sort it.

Capture2.JPG

 

3. Can we create an aged receivables report for any date in the past and have the data in the report accurately reflect the client's position at that date?

 

The Aged Receivables Report is not the one to use. Use the Receivables Reconciliation Summary or Detail and you will get what you want.

Capture.JPG

 

4. Is it possible in the creditors and debtors list to only show those accounts which don't have a zero dollar balance rather than list every client even if they have a zero dollar balance?

 

The Receivables (or Payables) Reconciliation Summary report only shows those with a balance. Make sure the include zero Balances is not ticked.

 

Capture3.JPG


 

DAVID CREE
MY Business Locum MBA, LCGI, MICB
MYOB Certified Consultant
Ph: 0418 622 163 Fax: 08 8362 2163
mybl@senet.com.au
St Peters South Australia
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