Cheque numbers not showing on coding reports

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
Caseyw
Partner
37 Posts
Partner
Australia
Partner

37Posts

25Kudos

0Solutions

Cheque numbers not showing on coding reports

When i run coding reports in the new MYOB Essentials the Cheque numbers are not pulling through onto the report.

 

The cheque numbers are in the statement description field in the bank account.

 

Anyone else having this problem? Or know how to fix ?

 

Thanks

 

5 REPLIES 5
Steven_M
MYOB Moderator
41,719 Posts
MYOB Moderator
New Zealand
MYOB Moderator

41,719Posts

5,644Kudos

6,197Solutions

Re: Cheque numbers not showing on coding reports

Hi @Caseyw 

 

By default, the Coding report will not show the reference number of the MYOB Essentials transaction that has been generated, only how the transaction has been coded i.e. what accounts it was recorded against.

 

In your post, you referred to a value in the description of the bank transaction, this will appear in the Description field of the transaction or if the description has been edited the Notes field:

 

Attachment.PNG

Kind regards,
Steven

MYOB Community Support

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

Caseyw
Partner
37 Posts
Partner
Australia
Partner

37Posts

25Kudos

0Solutions

Re: Cheque numbers not showing on coding reports

Hi Steven

 

The cheque numbers are in the "Description of transaction field" (not a reference field)

 

They have always come through onto the coding reports in the description field up until around mid October.

 

I have attached screenshots so you can see what i am referring to.

 

I spoke to support and they tell me its a known issue and development are working on it...?

However, i am looking for a work-around solution  ASAP so i can send the reports to clients to complete.

 

Thank you

 

 

 

 

Steven_M
MYOB Moderator
41,719 Posts
MYOB Moderator
New Zealand
MYOB Moderator

41,719Posts

5,644Kudos

6,197Solutions

Re: Cheque numbers not showing on coding reports

Hi @Caseyw 

 

Currently, with descriptions on the coding report, the original description would show on that report. This is the one that would have been included as part of the import of the bank statement. Note: While a user can change the description within the Bank Transactions, this will not flow through to the coding report, will show in the Notes section on that report.

 

You also mentioned a situation we have identified in which migrated Connected Ledger Essentials transactions will not show that description in that report.  This is something that has been raised with the required team, however, we don't have a timeframe for resolution at this time.

Kind regards,
Steven

MYOB Community Support

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

DaryleM
1 Post
User

1Posts

1Kudos

0Solutions

Re: Cheque numbers not showing on coding reports

We are having the same issue. I have a number of clients that still use cheques. Can we have the option of adding the reference number to the coding reports, which would then show the cheque number? Also, being able to sort the coding report by reference number would also be good, similar to the old BankLink coding reports.

Steven_M
MYOB Moderator
41,719 Posts
MYOB Moderator
New Zealand
MYOB Moderator

41,719Posts

5,644Kudos

6,197Solutions

Re: Cheque numbers not showing on coding reports

Hi @DaryleM 


Currently, the coding report is a set report, apart from updating the report options (adding cents and the currency symbol), the user is not able to customise that report to add in additional information. Adding the reference number to that report may possibly be a future candidate for the product, although, I haven't heard it is something that we are looking at this time for that report.

Kind regards,
Steven

MYOB Community Support

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

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post