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Duplicate Records

MDona
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Australia
MDona
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Duplicate Records

when running a custom report, the result I end up with is many records from the same client.  How can elimiate this?  Is there a filter or a parameter I need to update or remove??

 

thanks 

 

MDona

3 REPLIES 3
MYOB Staff Post ilmar
23 Posts
MYOB Staff Post
Australia
ilmar
MYOB Staff Post

23Posts

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Re: Duplicate Records

Hi @MDona,

 

Welcome to the MYOB Community forum,

 

If you are running a Tax report from the reports tab, it will tend to create duplicate records of the client as it will pick up the schedules within the tax return. To remove those duplicates please see the following knowledge base article KB0017124 - Removing duplicate entries from Tax reports in Accountants Enterprise Practice Manager

 

 


Cheers,

Ilmar
AU Tax Support
MYOB Australia Pty Ltd
MDona
2 Posts
User
Australia
MDona
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2Posts

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Re: Duplicate Records

thanks for your reply.  we are getting duplicate records when running a client report not in the tax area.  do you know how to filter these ones?  we are just looking to create a list of clients in a certain office .... 

 

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MYOB Staff Post nickypic
63 Posts
MYOB Staff Post
Australia
nickypic
MYOB Staff Post

63Posts

14Kudos

6Solutions

Re: Duplicate Records

Hi @MDona

 

Clients can duplicate in the reports depending on what reporting area is used.  If you created a report under Clients>Client and Contact Addresses the client would appear for each address setup in their record.

 

We recommend recreating client based reports under Clients>Client List.   This will only show details for current clients.  

 

If you are still having issues with this please call our support line on 1300 555 666 option 2 2 2 4 so one of our analyst can help resolve your issue.

 


cheers,

Nicky
Practice Solutions Product Analyst
MYOB Australia Pty Ltd
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