Hi Earl
My original query was how to look for the transactions posted to a job and edit in MYOB Business.
Neither your response nor the information in the link helps.
HI Debrae0808, Earl_HD
The simple answer is within the Browser, the find transactions screen has no capacticy to filter for jobs or display the job in the transaction list.
This needs to be rectified. This screen was developed prior to the browser supporting jobs and has not been retrofitted when the additional functionality was added.
The best you can do and it is not much of an answer is to print a job profit and loss comparison report for the jobs in question and drill down to the transaction list. This is filtered for the job you have chosen.
Hi Trevor_Harrison & Earl_HD
how do you amend a transaction. ie. change the job No that was allocated incorrectly. You can't get access to transactions from a report.
I only went to the online version after confirmation with the MYOB salesperson that everything I could do with Jobs in AccountRight I could do in MYOB Business onLine. This is a game changer for me..
Is there an ETA for the fix?
Hi Debrae0808 AND Earl_HD
You can access the transactions from the reports. This is how I carry out editing specific transactions that I have allocated to the wrong job or allocate a job to a transaction that I have not allocated a job to. To see the account balances containing transactions that have not been allocated a job, open up the report options and click 'Display Transactions Without Jobs'.
Run a Job Profit and Loss Comparison Report, if you have selected the option report to Display Transactions Without Jobs another column will be presented in the report for unallocated transactions.
Once the report has been displayed click on the account balance for the job in question. The transactions pop up will display and show only the transactions coded for that job. Clicking on the reference number opens the transaction which can be edited (of course you cannot job allocated to payroll entries).
The same process works for transactions with unallocated jobs.
thank you Trevor_Harrison its a workaround but timely and not what MYOB promised. I will keep your instructions to remember how to use until MYOB fixes.
Earl_HD can you please ask about an ETA for Jobs to be included in Find Transactions the same as AccountRight and as I was promised please.
Earl_HD I do not accept this as solved.
Hi Debrae0808
Currently, this feature is only available in AccountRight. We'll be posting an update soon once this feature will be available in both MYOB Business and Essentials.
This help article may help : MYOB Business Jobs Reports
Regards,
Earl
