Forum Discussion

LG3's avatar
LG3
Contributing User
5 years ago

View invoices for each job

Hello,

Does anyone know how I can view the invoice history for each job.

I would like to be able to look at the job and see what invoices have been created for that job and which have been paid.

 

Thank you

Lyndsay

 

 

  • Komal_S's avatar
    Komal_S
    5 years ago

    Hi LG3 

     

    You can either view the invoice history individually for each job, by going to Find Transactions>>Job>>Search by specific job and then Advanced Filters>>Search by source journal (Sales) or run the Job transactions accrual report with the same filters. The report, however, will not show which invoices are paid. 

    Let me know if you have any questions on this.

  • Komal_S's avatar
    Komal_S
    MYOB Staff
    5 years ago

    Hi LG3 

     

    You can either view the invoice history individually for each job, by going to Find Transactions>>Job>>Search by specific job and then Advanced Filters>>Search by source journal (Sales) or run the Job transactions accrual report with the same filters. The report, however, will not show which invoices are paid. 

    Let me know if you have any questions on this.

    • LG3's avatar
      LG3
      Contributing User
      5 years ago

      Thanks Komal. That is what I was looking for.

       

    • LG3's avatar
      LG3
      Contributing User
      5 years ago

      Is there a way that I can I see invoices against inactive jobs using the find transactions way?

       

      Thanks

      LG03

      • Komal_S's avatar
        Komal_S
        MYOB Staff
        5 years ago

        Hi LG3 

        Whilst Find Transactions window does not show transactions for inactive jobs, however, you can run Job Transactions [Accrual] report as that would allow you to include inactive jobs while searching for transactions. 

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