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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

Statement Date in MYOB Essentials

justin2011

1Posts

108Kudos

0Solutions

1 Post
User
Australia

There is no way to select a Date range for the Statements in MYOB Essentials

 

There is no way to choose between Activity or Invoice type Statements in MYOB Essentiasls

Current Status: Open
Last Changed: May 2015

Hi @justin2011

 

Thank you for your idea in regards to MYOB Essentials and statements.

Currently statements in Essentials are invoice based designed to show you the invoices and the payments relating to that particular invoice based on today's date.  I would encourage other users that would like the ability to select a date for Statements and to have a statement based on the activity of the  customer's card to vote and comment if required for this idea.

40 Comments
Experienced User JillS
42 Posts
Experienced User

Could there be an option to select a date range to apply to print/email statements?  I only send out statements if invoices are unpaid after 30 days, but I can't tell which customers this applies to on the existing statement screen.

 

Thanks

 

Jill

MYOB Moderator Steven_M
31,099 Posts
MYOB Moderator

Hi @justin2011

 

Thank you for your idea in regards to MYOB Essentials and statements.

Currently statements in Essentials are invoice based designed to show you the invoices and the payments relating to that particular invoice based on today's date.  I would encourage other users that would like the ability to select a date for Statements and to have a statement based on the activity of the  customer's card to vote and comment if required for this idea.

Metro-Linen
2 Posts
Cover User

I am unable to print customer statements for a selected month. If I don't catch it on the last day of the month it captures all invoices issued after the end of the month. Customer service tells me that I am unable to select a month as the feature is not available. It makes it difficult if the last day of the month falls on a weekend.

Alisha99
2 Posts
User

Screenshot (80).png

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Maybe this would help out 
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Brookfield
1 Post
User

I find it very frustrating to try to remember to create invoices on a specific date Ii.e. end of month) rather than selecting a date range and to have the activity show, rather than just the invoices.

 

mel_nee
8 Posts
Cover User

GIven cleints do some invoices on the days after the end of the month - but dated as end of month, as they pertain to that month, they need the ability to be able to select a statement date.  Please seriously look at this as it something to bring in, as it will make a difference as to future recommendations I make to those clients that want invoicing.

JetblackT
3 Posts
Cover User

Being able to customise the dates of statements and have a due date in them would be great.

Hawknz
1 Post
Cover User

This hasn't been solved for MYOB Essentials.  Please guys add this feature.

 

Experienced Cover User Faithe
53 Posts
Experienced Cover User

Hi MYOB Team,

 

Do you have an update on when this update will be released so we are able to select dates to show the statement activity for transactions.

 

 

GreenVan
2 Posts
Cover User

I think it would be great if MYOB essentials had a date range function in the statements so that you can send customers statements from a particular month only.