Forum Discussion

Eswari's avatar
Eswari
Contributing User
3 years ago

Supplier Card - Last transaction date

We need to clean up our supplier Card File, by making supplier accounts inactive. Is there a report available within MYOB AccountRight that would show the last transaction date - either last invoice ...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi Eswari 

     

    Sounds like you have the way I would recommend obtaining that information i.e. add the Last Sale/Purchase to the Card List, it's just a matter of obtaining that information in an export/report.

    What I would do is ensure that you have the Card List window as per your attachment. Once you have the information listed, right-click on one of the data points i.e. the Card ID of the first card listed. You should get the option to Copy List to Clipboard. If you select that one your world is your oyster - you can paste that information into Word, Excel, Notepad... 

     

    Want to see the process in action? Check out Help Article: The Cards List -- Things you can do with the Card List -- Export the list to Excel.

Steven_M's avatar
Steven_M
Former Staff
3 years ago

Hi Eswari 

 

Sounds like you have the way I would recommend obtaining that information i.e. add the Last Sale/Purchase to the Card List, it's just a matter of obtaining that information in an export/report.

What I would do is ensure that you have the Card List window as per your attachment. Once you have the information listed, right-click on one of the data points i.e. the Card ID of the first card listed. You should get the option to Copy List to Clipboard. If you select that one your world is your oyster - you can paste that information into Word, Excel, Notepad... 

 

Want to see the process in action? Check out Help Article: The Cards List -- Things you can do with the Card List -- Export the list to Excel.

  • Eswari's avatar
    Eswari
    Contributing User
    3 years ago

    Thank you, Steven

    The solution/advice given worked. Apologies for the delay in responding as the external team is on site.

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