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BeanCounter2's avatar
3 years ago

Reporting for NFP charities

I have two questions please - both for MYOB Business:

1. Because my client's "GST balance" is always an asset, please advise how I can move this account from Current Liabilities to Current Assets; and

2. To enable the Committee to conveniently ratify expenditure, how can I force the system to print a Schedule of Payments? I have tried to copy the "Find transactions" window to Excel without success

  • SamaraM's avatar
    SamaraM
    Former Staff

    Hi BeanCounter2 

     

    Welcome to the Community Forum.

     

    1. You can move values from one account to another by recording a journal entry. To record a journal entry, go to the Accounting menu and choose Create general journal. 
    2. If you need a list of transactions in a printable format, you can download it as a report. To view the ledger reports Go to the Reporting menu and select Reports. There are a few reports that might help, but the General ledger report is under the Business tab.

     

    Let me know if you have any further questions.


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