Report for payment terms

Hi Michelle,

I use identifiers assigned to each supplier based on their payment terms. As an example, I use identifier A for all suppliers with C.O.D payment terms, identifier B for all suppliers with 30 days payment terms and identifier D for all suppliers set up for Direct Debit. MYOB has many identifiers available. You can assign those identifiers in the card section of the supplier. I even assign identifiers to some of my clients.

When you come and print the Aged Payables Report or the Purchase [Supplier] report, you can filer the report by identifiers. Hope this works for you.

Hi Michelle_nz , you can get that information by exporting the customer cards to a text file and copy the content to, or open that file in, Excel. 

For an explanation of the payment term values, see Import and export fields (myob.com), customer cards section (desktop version of AccountRight assumed).

If you need to do this often, save to a text file, then open Excel and use the Data, From Text/CSV process to create a table linked to that file, then save the excel file. Then to refresh the table, export the cards to the same text file again, right-click the table and choose refresh.

You could also use the transform option of the Text/CSV process to remove all the columns you do not need. And you could add a formula to a column on the right which would put the payment terms in plain English, eg: 

=CHOOSE([@Column94],"COD","Prepaid","# of days","DOM","# days after EOM","DOM after EOM"). A value of 5 in column94 (Terms - Payment is due) would show # days after EOM in the new column.

Hi Michelle_nz

Welcome aboard to the Community Forum!

Currently, there isn't a report available specifically showing customers' payment terms in MYOB. However, this is a great suggestion for a new feature. I encourage you to post this as a feature suggestion on our  Ideas board,  where our developers regularly review feature requests. This allows other users to vote on ideas they'd like to see in future updates.

Feel free to post anytime you have any concerns or need further assistance.

Cheers,

Princess