Forum Discussion

Leigh_P's avatar
Leigh_P
Experienced User
3 years ago

transaction list by contact

I have difficulty searching for a transaction by a specific supplier. Can you suggest which report I can use to search for payments I made to a specific contact? Thank you.
  • Tracey_H's avatar
    Tracey_H
    3 years ago

    Hi Leigh_P 

     

    As explained previously the Account Transactions report will display both the debit and credit sides of the transactions. You can filter by specific accounts in Report options. In this example I have selected the Business bank account and Credit card in the Account filter and Coles in the Contacts filter. Clicking on the expand arrow lists the transactions posted to those specific accounts. Clicking on the ID number will open the transaction to see the allocation accounts.

     

     

     

    Your other option is to enter all purchases as Bills, you can then use the supplier reports.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Leigh_P's avatar
Leigh_P
Experienced User

Thanks for your reply. That report only seems to show a random selection of suppliers even though I have selected 'all' suppliers and the desired date range. It doesn't show me every transaction by supplier I have recorded in MYOB.

Tracey_H's avatar
Tracey_H
Former Staff
3 years ago

Hi Leigh_P 

 

Can you send me a screenshot of that report and a transaction you expect to see displayed so that I can assist further.

  • Leigh_P's avatar
    Leigh_P
    Experienced User
    3 years ago

    When I run both of the attached reports it only seems to show transactions that have been entered as bills. When I have run each of the attached reports I have searched for Coles Supermarkets. They are transactions that were paid with a credit card which I allocated on Bank Transactions. I can't find a report that brings up a list of all the transactions to Coles Supermarkets. Thanks for your help.

    • Tracey_H's avatar
      Tracey_H
      Former Staff
      3 years ago

      Hi Leigh_P 

       

      When you allocate a withdrawal bank transaction a Spend money transaction is automatically recorded. Only transactions entered through Purchases (Bills, Bill payments) are included in the supplier reports. This means that Spend money transactions will not appear in the supplier reports.

       

      You would need to run the Account transactions report to view Spend money transactions. Select Accrual as the Accounting method then click on Report options to filter by a specific contact. Click on Transaction type to filter by a specific transaction type. This report will default to show both the debit and credit for each transaction, you can select to filter by specific account(s) in Report options. For example, selecting the bank or credit card account will only display the credit side of the transaction.

       

      Please let me know if you need further help.

       

      If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

      • Leigh_P's avatar
        Leigh_P
        Experienced User
        3 years ago

        Thank you. Can I confirm is this way of running a report a consolidation of bill sand spend money payments or just the spend money transactions?

         

        'You would need to run the Account transactions report to view Spend money transactions. Select Accrual as the Accounting method then click on Report options to filter by a specific contact. Click on Transaction type to filter by a specific transaction type. This report will default to show both the debit and credit for each transaction, you can select to filter by specific account(s) in Report options. For example, selecting the bank or credit card account will only display the credit side of the transaction.'

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.