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?More flexibility required in Report Packs
Hello MYOB Developers, I have attempted to setup a 'Library' of Report Packs to suit my client's various needs. In doing so I firstly created a number of different Custom Reports, for example; Annual Profit and Loss, Quarterly profit and loss, Quarterly profit and loss with last year, etc... When a custom report is created you nominate a name for the report (which must be unique) and a description which does not need to be unique. Upon creating all these different PnL reports I have given each a name that has a meaning to me and is unique. In the description field, I have simply entered Profit and Loss Report. When these reports are included in a Report Pack, they should be using the Description field for the Table of Contents - not the report name as that is the description of the report. While I am on this subject, any files that are imported into a report shows in the Table of Contents as it's file name. This should be editable so that it is meaningful to the client reading the reports rather than simply 'FineName.pdf" which is very unprofessional. Regards, AlanT
Export employees' and contacts' information to excel for MYOB Business web-based users
For MYOB Business web-based users, it would be great to have a function that we can export employees' all information to excel. We can share some information like name, address, phone and email address to company admin staff, rather than let them login MYOB to view such information. Similar function required for Contacts as well. Thank you for your consideration and support.Job Costing - including Time Billing
Hi there Is it possible to build a report for full Job Costing that combines the Job Activity Detail Report (Invoicing and Materials) under the Accounts/Job menu and the Activity Slip (Job Detail) Report under Time Billing menu? Am currently running these two reports to excel and combining the information, but this is time consuming. Regards, Andrea
Payroll Activity Summary vs Payroll Register Summary report in MYOB AccountRight
Hi Everyone As it is the end of the payroll year we thought we do an overview of two key payroll reports that are great to use at the end of the payroll year. These can be used to ensure that you have the correct values ahead of preparing your payment summaries. If you go to Reports>>Payroll>>Employees you have two reports; Activity Summary and Register Summary. Both reports do appear identical but are drawing their information from two different locations. The Payroll Activity Summary report is looking at the actual Payroll transactions recorded in payroll, whereas the Payroll Register Summary report looks at the employee’s card – in particular, the Payroll History section of the Payroll Details tab. Ideally, both of these particular reports will match as the payroll transactions recorded will match up with the employee’s card. What if the Payroll Activity Summary and Register Summary reports don’t match? If these particular reports don’t match it is likely that the card history has been updated manually. To get them to match do follow the below instructions: Run the Activity Summary and Register summary on a per month basis, to narrow down the month(s) that the reports don’t match Once the month(s) have been determined where it doesn't balance, check the payroll transactions in those months to ensure that they have been recorded correctly When that has been checked navigate to the pay history section of the employee's card - Card File>>Cards Lists>>Employees>Select the relevant employee's card>>Payroll Details tab>>>Pay History (left-hand side) Select to Show pay history for that particular and overtype that value to be same as the payroll transaction recorded Rerun the relevant reports to ensure that they do match. Once you Activity Summary and Register Summary reports do match, you are in a great position to prepare your payment summaries.
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
