Forum Discussion

Nada1's avatar
Nada1
Contributing User
4 years ago

MYOB reports splitting up payment methods

Is there a report in Myob - that breaks down the payment method ie cheque, direct deposit, cash or credit card?

Banking
Reports
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Nada1 

     

    I think your best option for that information would be the Bank Register report - Reports>>Banking>>Cheques and Deposits. This report allows you to add in the Payment method column to that report - Insert/Modify>>Show Hide (Report Columns). By doing this it will show the payment method listed on the transaction. If you are looking at filtering by those payment methods you would be looking at sending that information to Excel for that additional filtering.

  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi Nada1 

     

    I think your best option for that information would be the Bank Register report - Reports>>Banking>>Cheques and Deposits. This report allows you to add in the Payment method column to that report - Insert/Modify>>Show Hide (Report Columns). By doing this it will show the payment method listed on the transaction. If you are looking at filtering by those payment methods you would be looking at sending that information to Excel for that additional filtering.

    • Nada1's avatar
      Nada1
      Contributing User
      4 years ago

      Thanks Steven,  Perfect!!!

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