Forum Discussion

MarkW1's avatar
MarkW1
Contributing User
5 months ago

MYOB for Excel

 

Can anyone advise on how to select just one instance of an invoice in MYOB for excel. When i run the report for a salesperson it will give me multiple entries for the same invoice. We will often invoice by the day for site attendance. At the end of the month we might have ten or more entries by date in the invoice. 

I just need to get the figure per employee per invoice in the spreadsheet. I can then filter as needs be.

 

Regards

Mark     

  • Mike_James's avatar
    Mike_James
    5 months ago

    Hi MarkW1 , testing this issue here I used the sales summary option, and ended up with duplicate entries just as you have. I then found that if I reduce the number of fields selected to the minimum I need, then the duplicates did not appear. My final report included:

    Invoice number, Date, Subtotal, Total tax, Total amount, Salesperson ID & Salesperson name.

    Hopefully this works for you.

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    5 months ago

    Hi MarkW1 , testing this issue here I used the sales summary option, and ended up with duplicate entries just as you have. I then found that if I reduce the number of fields selected to the minimum I need, then the duplicates did not appear. My final report included:

    Invoice number, Date, Subtotal, Total tax, Total amount, Salesperson ID & Salesperson name.

    Hopefully this works for you.

    • MarkW1's avatar
      MarkW1
      Contributing User
      5 months ago

      Hi Mike,

       

      Thanks that worked. 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    5 months ago

    Hi MarkW1 ,

    We're glad to hear that the solution provided by Mike_James solved your issue. If you have any more questions, please feel free to start a new post, and we'll be happy to assist you further.

    Regards,
    Earl

    • Kadther_Wu's avatar
      Kadther_Wu
      4 months ago

      Hi Earl,

      I am experiencing exactly the same issue. I usually have it sort of solved by refreshing the data but I am not able to dispel the error today after multiple attempts. This issue is intermittent and the the pattern on how entries were duplicated is not certain. This is what it looks like when there is error.

      And this is when it is working properly, which I pulled up from a backup file.

      If MYOB with Excel provides the options to us to present these information in excel, it then should work properly without going around or sacrificing transactions details as I need the records for multiple purposes. 

      Please have your tech to look into this issue because it is really annoying when it happen and especially when I cannot dispel it. Thank you for your attention.

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator
        4 months ago

        Hi Kadther_Wu,

        If you're still experiencing issues, try our virtual assistant, MOCA. It’s designed to help with more complex problems like this. You can engage with MOCA through myob.com/support for additional assistance. If MOCA can’t resolve your issue, our live chat team is available to take over and provide further support.

        Regards,
        Earl

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.