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Receivables and payable reports drill does nothing

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Experienced Cover User lyndor1
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lyndor1
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Receivables and payable reports drill does nothing

Reports would be nice if when you drill into amounts on aged payable or aged receivables that it takes you to what the amount refers too, not the card with everything on there.  seems pointless to be able to drill if you dont actually know what one you are looking for, hence the drill

 

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Former Staff Will_H
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Will_H
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Status changed to: Already in product

Hi Lyndor1,

This function is already in AccountRight software. What exactly you drill into depends on where you click on the report. If you click on the Name field then you will be taken directly to the Card's details.
If you click on an Amount then you will be taken to a Find Transaction screen with the relevant details set to bring up the amounts you've queried.
Kind Regards, Will H - MYOB Client Support

Kind regards,

Will
MYOB Client Support

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Experienced Cover User lyndor1
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lyndor1
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Re: Receivables and payable reports drill does nothing

Hi Will,

 

Thanks for your reply, and indeed, if you are working with version 19 your statement is true, but unfortunately when your working with AR its not completely true now is it?

 

Yes when you click onto the amount you are taken to a find transaction screen but you get ALL the transactions details.  You cannot simply see what invoices/purchses are outstanding verses what has been paid, unlike v19 you could easliy see 30days, 60days etc set out in easy to read columns.

 

Drilling into the amounts on AR is pointless.

 

Obviously the reason for drilling into the outstanding amounts is to pin point which invoices or purchase relate to that figure for that time period, which is NOT what it does.

 

Former Staff Will_H
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Will_H
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Re: Receivables and payable reports drill does nothing

Hello Lyndor1,

Drilling into transactions does bring up information, however I understand that it brings up different information than you are familiar with from v19 being a Find Transactions screen rather than a copy of the Analyse Receivables screen.


If you would like the "Analyse Receivables" feature to return in a future version of AccountRight, then please create a new thread along those lines.  

 

Thanks again for your feedback, it's much appreciated.

 

Kind Regards,
Will H - Client Support.

Kind regards,

Will
MYOB Client Support

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