Customizable Reports
MYOB need to make reports more customizable as the ones they currently have are very basic & time consuming. We used to use Reckon accounts and the flexibility of their reports were awesome. We had certain reports that you could just setup and they would automatically update when you opened them, none of this having to manually change date ranges etc. Saved a lot of time and frustration.
Sales Invoice Report with both due date and paid/closed date
Hi, There are a lot of sales reports but neither I nor the live chat support team, were able to find one that allowed me to modify it so both due date and closed date could be shown on the same report. Some reports allowed the due date, others allowed the paid/closed date but none of them allow both. My boss wants me to report on the average number of days overdue our overdue invoices go. I can get the daily snapshot from the to do list but again, if I 'print' the list to export it, the number of days overdue column disappears anyway, so I have to manually type the numbers into excel/calculator. But if I forget one day, then the data is gone. The report isn't back-date-able. I know I can also add a 'days to pay' column on some reports but I couldn't find any where I could get the due date as well to even do a calculation of overdue days. Since different customers have different payment terms, the number of days to pay is a useless stat for this purpose. Very happy to be proven wrong if this feature already exists. I don't even need the value of the invoices, just the difference between due date and paid date. I looked at both the desktop and browser versions of AccountRight.
Additional Filter categories for Reports
The Fields options really needs to be expanded if possible as it greatly restricts the flexibility of custom reports. eg. I would like to add the Terms as a heading in my Accounts recievable and Payable reports as some companies have 7, 21 days etc or for receivables this would be a simple way of ensuring customers have the correct terms in their card files and can be easily monitored each month as new customers are loaded in the system. With the amount of data that MYOB holds its reports system is quite inflexible really?Quick access toolbar in reports - Save settings
Hi, I recently discovered that I can add "export to excel" or "email PDF" to the quick access menu when running reports. Yay, finally a positive point for MYOB. Yet, to my dismay, it turns out it doesn't stay there once I close the report. Boohoo. What's the point? Please change this so that if I add something to the quick access toolbar, it stays there! I even tried saving the report as a custom report with it already added to the toolbar but that didn't save it either. Soooo much potential. And if you're making that change, could you please make a way to differentiate between the export to excel and send as excel icons, and export to pdf and send as pdf icons? The two icons are identical, and there is no hover message to say what they are.
Item Sales Reports
Required field NOT available in AVAILABLE COLUMNS When preparing an ITEM SALES REPORT you cannot add the field that takes the "Description" from the actual invoice. The ITEM Description is available bit often this is edited or enhanced on the actual invoice. To work around this I have to export all the item sales into an external database which is extremely cumbersome. It would also be good if you were able to have self taylored groups of reports in CUSTOM REPORTS Cheers Geoff Young NB Attached report created in MS access
