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Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Report: Banking transactions that are not coded

MSimons
Partner

3Posts

1Kudos

0Solutions

3 Posts
Partner
Australia

It would be useful to be able to download the unallocated transactions to a PDF so that a list could be sent to the client.

Especially if you have transactions that the client needs to get/give more information on for the allocation to be completed.

it would be the quickest way to let them know what it is that is missing.

Thank you

 

"Bank Account Transactions"

2 Comments
qwerty
16 Posts
User

I don't need  it for a client. I need it for myself. Currently i print the page using the browser's print (which has the print way too small) or copy the whole page and paste it into a spreadsheet. These are work arounds but  a little frustrating. Thanks

MYOB Moderator Steven_M
29,269 Posts
MYOB Moderator

Hi Everyone


MYOB Essentials allows for MYOB Partners/Advisors to generate a report that lists the transactions and their current status. This report is the coding report. More information on this report can be found on Help Article: Banking reports.