Transaction Journal
Hi MelWill13
The Transaction Journal shows transaction based on the Transaction Date or Date Occurred, not the date entered into MYOB.
To identify transactions entered on a specific date or period, you need to use a Transactions Journal Report. Use Index to Reports > Accounts > Transaction Journals > General Journal. Click Advance Filters.
Set Dated From to the first day of the current FY, for example 1 July 2019 and the To: to say 30/6/2030. Set Source Journal to All.
Now click Additional Filters. On this screen select the Session Date - the employee's date or date period you want to check. So if you want to see what was processed on 15 April 2020, set both Dates as 15/4/2020. Click OK and then Run Report.
A few things to bear in mind,
- Sometimes AR2020 reports 'There is no Information to display' when in fact there is - usually with larger files. Try narrowing the Transaction Date range.
- Users sometime report that transactions 'go missing' - this cannot happen with MYOB. Each transaction is recorded in the database as it is processed. If a transaction appears to have gone missing, 99% of the time the transaction was entered into a different company file, for example an offline copy instead of the online file.
- An Order or a Quote may not appear in the Transaction Journal
- The Transaction Date may have been entered incorrectly, for example 21/4/2022 instead of 21/4/2020
Regards
Gavin
