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

MYOB Essentials

Unallocated transaction report

2Posts

2Kudos

0Solutions

2 Posts
User
New
New

Has any progress been made to improve the workings of the unallocated transactions report. The biggest fault at the moment is that it arranges the transactions in date order, this is the most inefficient and time-consuming method for both the client and the accountant.

There needs to be an option to sort in all orders to bring about the best efficiencies for the clients preference. Or give us the option to export to excel which then gives us the option to sort as required.

Even using the option to export the general ledger details of the unallocated transactions is flawed. In excel the full description does not record the cheque number, the same thing happens in pdf form.

Can this be looked at as a viable option for greater efficiency.

1 Comment
3 Posts
User

Totally agree, as accountant the unallocated report is really handy and important when we communicate with our clients.. Xero did way more better than MYOB in this report..

 

Hope MYOB could listen to our suggestions, and did some impovments which is not a thing for the IT and technichine guy..