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Essentials Trial Balance

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Partner Nicole123
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Nicole123
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Essentials Trial Balance

Why does the trail balance report in MYOB Essentials never work? I've tried to use it for multiple clients and I always get sad face with the dots just don't join up right now message. Is there a way to get this working?

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MYOB Moderator Hayden_B
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Hayden_B
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Re: Essentials Trial Balance

Hi @Nicole123

 

I've seen this happen for 2 reasons:

 

1. When using Internet Explorer or Microsoft Edge it causes problems when generating the reports, though when switching to Google Chrome this works.

 

Could you confirm which Web Browser you're using?

 

 

2. Missing information on the Essentials Partner Dashboard. This causes an exception when authenticating and throws an error with that message.

 

What to do with this one is check the information:

 

  1. Log into the Essentials Partner Dashboard
  2. Click onto the users Tab
  3. Check if all users have a listed Username.
    1. If not, edit the User to include it.
    2. If so, check the My Profile tab
  4. If the My Profile tab has missing information this can cause problems also.

 

If you can't find anything wrong with the Missing information and you do use Google Chrome, I can check the backend for further problems. To do this, send me a Private Message with:

  • Your MYOB Partner Client ID
  • Your Login Email for MYOB Essentials

 

I can then use this to check what could be the cause. You can send me a Private Message by clicking this link: Send me a PM

 


Cheers,

Hayden
MYOB Product Analyst

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Partner Nicole123
2 Posts
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Nicole123
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Re: Essentials Trial Balance

Hi @Hayden_B

 

I was using Explorer, when I switched to Chrome the report worked. Thank you for your help.

 

Nicole

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