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Lisa_Kennedy-Jones's avatar
Lisa_Kennedy-Jones
Experienced Partner
2 years ago

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

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  • Yanike_S's avatar
    Yanike_S
    MYOB Moderator
    2 years ago

    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.