Unable to load customer sales details report
Hi While trying to load the Customer sales detail [ Report - Customer - Sales( Customer Detail)] , It shows loading for 15-20 seconds and then it shows error messaging suggesting retry or close, I have been having this issue since last 15 days or so.. Even when i try to load just single customer for a single day report still it shows same issue.I am using AccountingRight 2020.1 Version. Have you encouterd similar issue pls help Thanks RajnishSolved809Views0likes2Comments
Analyse Sales Activity Report not showing
I tried to open the Analyse Sales [Activity] report, but it says 'No information to display.' Why is that? We use the Item or Service layout on our invoices. Additionally, I want to see the total margin we've made from all issued invoices. I know the Analyse Sales Item report shows the %margin, but I'd like to view the margin for each individual sale, as discount rates vary from customer to customer. Could you suggest the best report to use in this case?50Views0likes1CommentCustomer Reports - Error Generating "The dots don't join up right now" HELP!
ARGH! I seem unable to generate any customer specific reports e.g. Customer Invoice Report. Trying to generate for the YE 2023 - so not going back to when I first migrated from the "old" MYOB to the cloud! Not happy as this is a report I want to be able to generate for each of our key customers at year end Has anyone else experienced?Solved939Views0likes9Comments
No User ID on General Journal report
Further to this post, https://community.myob.com/t5/AccountRight-Getting-started/Journal-report-not-showing-user-ID/m-p/722427 Why is User ID selectable as a filter, and the column available to be shown if it doesn't actually work. I'm trying to monitor the transactions of a new employee and the security audit report doesn't allow me to add enough information to do this without physically clicking into EVERY transaction. I can set up the general journal report with these headings which would be perfect, except that even when I apply the additional filter of that person's user ID, I see every transaction modified by all staff. Is there another way to do this? MYOB took away filters and fields from other reports I used to use, so why leave these on this report if they no longer function as intended? I am fairly certain I used to use the General Journal report in this way at a previous job - in fact, I'm pretty sure it was MYOB support staff who told me about in the first place. Yet another gripe to add to the growing list.370Views0likes3CommentsBill details in general ledger and bulk payment report
Hi there, I am new to MYOB and hopefully I could get more clarity instead of just searching the forum and self-interpreting the solution by myself, and if anyone could share a sample or screenshot on the reporting format (if there is more detailed training modules or videos available too?) 1. When entering the purchases/bill in the purchase register - we have split the items line by line per invoice/bill - can such line item display in the general ledger as well - when Detailed GL entries is generated? (at the moment we are keeping a separate manual spreadesheet). 2. Banking Report - is there a report that we could generate that includes supplier information and all the bill details (not itemize) - number and total etc prior to or post aba file is generated? In order for bank approval to review the aba file loaded against all the supplier information. Thanks in advance
Reconciliation Reports [Detailed] with Cleared Cheques
Hello, I was running some reconciliation reports from the Reports>Banking>Reconciliation Report section and noticed that these reports only show the outstanding amounts and not the cleared cheques like the report that is accessible when the account is reconciled (when you click reconcile, a window pops up and gives the option to print the report or reconcile). Is there anywhere I can run a detailed report without having to undo the reconciilatons and redo them? Thank you.Solved926Views0likes1Comment
profit and loss reportas
We work on a cash basis. When we run the Profit and Loss (Cash) Report - some of the figures do not match the figures on Profit and Loss (With Last Year) and Profit and Loss statement reports? Can you please explain why this is? Which are the correct profit and loss reports to work from on a cash accounting system? thank you for you help/ Kind Regards MicheleSolved792Views0likes2Comments
Purchase in Profit and Loss statement
Hi Experts I have run profit and loss statements under both cash and accural methods. The purchase amount shows a big difference. I checked purchase in find transaction, the frigure there is the same as P&L under accural method. But I noticed there are some figures in credit column, but those are not return of purchase, but a normal purchase transaction and sometimes a sales transaction. I have read some of the previous posts and answers, and found it may relate to the inventory. We do not require to track inventory in MYOB, when enter a new part number, I select "I sell this item" or "I buy this item" then track them under 4-1000 sales or 5-1000 purchase, without selecting "I Inventory this item". Does this create any problem in report the correct COGS figure?? How should I record purchase to make sure my reports are accurate? Also from an order form, do I need to do "receive item" first before change the form into "Bill"? Thanks in advanceSolved1.6KViews0likes5Comments
Analyse Sales Activity Report not showing
I tried to open the Analyse Sales [Activity] report, but it says 'No information to display.' Why is that? We use the Item or Service layout on our invoices. Additionally, I want to see the total margin we've made from all issued invoices. I know the Analyse Sales Item report shows the %margin, but I'd like to view the margin for each individual sale, as discount rates vary from customer to customer. Could you suggest the best report to use in this case?