Forum Discussion

KathyH61's avatar
KathyH61
Experienced User
11 months ago

Customer Sales (detail) report not showing description

The current statement template does not include a description showing what an invoice has been issued for.  I recently switched over from Account Right which had this feature.  I shouldn't have to go through every invoice to let a client know what an invoice was issued for. I received this response and have posted a suggestion to the Business Product Ideas Board:  "Unfortunately, the description value is taken from the Journal Memo of the transaction from the AccountRight desktop application. However, the MYOB Business does not have the Journal Memo field. Hence, it defaults to the prefill for an empty Journal Memo field (Sale; Customer Name). I recommend posting this as a suggestion to the Business Product Ideas Board for the developers to see."

 

I have tried to get around it by printing a customer sales (detail) report, however the description field is blankI can't see any other work around.  Does anyone know if there is something I can generate, instead of having to go through invoices manually?

 

Many thanks.

 

Many thanks.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi KathyH61,

    Thank you so much for your post and my apologies for the late response. 

    We understand that when generating the Customer Sales (Detail) report, the Description field doesn't display the expected information. We've brought this issue to the attention of the relevant team, although we don't currently have an estimated timeline for its resolution. Please be assured that our corporate team is actively addressing this concern, and we hope to include a fix in an upcoming update.

    Feel free to post again if you have further queries and one of us will be happy to assist you.
    Regards,
    Earl