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Search Transactions by Contact

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Lisa_Kennedy-Jones
Experienced Partner
11 Posts
Experienced Partner
Australia
Experienced Partner

11Posts

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0Solutions

Search Transactions by Contact

In the new MYOB Business how do I search transactions by Contact? There are Spend Money transactions entered for a credit card which doesn't have a bank feed. The Card name is not auto entered into the Description for transaction field - a different description has been entered into that field. I can't see anyway to report the transactions by Contact, or filter the Bank Transactions screen to search for Contact names. I would really appreciate help with this. MYOB are pushing us to convert clients from using AR to Business but I can't find the same functionality. Thanks

Lisa Kennedy-Jones

Access Software Solutions
PO Box 1328 Naracoorte SA 5271
T 0408 811 734 F 08 8762 3387
E lisa@accesssoftwaresolutions.com
1 REPLY 1
Yanike_S
MYOB Moderator
2,546 Posts
MYOB Moderator
MYOB Moderator

2,546Posts

141Kudos

375Solutions

Re: Search Transactions by Contact

Hi @Lisa_Kennedy-Jones 

 

Thanks for your post. Currently in MYOB Business you are unable to search by contact person. This is something our developers team is aware of and they are looking into implementing this. I don't have a timeframe on this at this stage.

Kind regards,
Yanike

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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