Forum Discussion

PRIYAPINDORIYA's avatar
PRIYAPINDORIYA
7 months ago

STATEMENT CURRENT AND OVERDUE AMOUNT NOT SEPARATED

why do the statements show the current and 30 days overdue together as the current amount. all our customers are on 30 day terms( Day of the Month 30)

 

For some customers it shows perfectly separated and while for some the amount is added all together as the current amount.

 

Sometimes even for the same customer statements for 2 different months which show the amount dues differently.

 

Please see attached screenshot of statements of the same customer. 1 march statement and 1 April statement. 

 

  • NailEquip's avatar
    NailEquip
    Experienced Cover User
    22 days ago

    Thank you Genreve_S.  I will do as you suggest and put up on the Ideas Exchange.  Thank you.

  • NailEquip's avatar
    NailEquip
    Experienced Cover User
    26 days ago

    I totally agree with Priya.

     

    Why are "Current" and "30 day from EOM" invoices totaled together on statements.  They should be separate.

     

    I have attached a pic of how MYOB sets statements out and how I think statements should be set out.  I hope it makes sense, but please, if I can set this up myself in MYOB ACCOUNTRIGHT, let me know.

     

    Sharon

     

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      26 days ago

      Hi NailEquip,

       

      Currently, there isn't an option to set the current and the 30 days as separate values on the reports. However, I understand how having this feature could make the reports more detailed and useful. I recommend posting this suggestion on the Ideas Exchange board, where other users can vote on it for potential inclusion in future updates.

       

      Feel free to create a new thread in the forum if you need any other help.

       

      Thanks,
      Genreve

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    7 months ago

    Hi PRIYAPINDORIYA, 

     

    Thanks for posting your concern here with the screenshots. 

     

    Based on the customer term screenshot, it seems that the transaction is suppose is due 30 days after the next month. The oldest transaction in the statement is 11/03/2024, this is due on exactly on the statement date. This means that the oldest invoice for this customer will be 30 days due on 30/5/2024. You may need to change the 'Payment is Due' dropdown for the terms of your invoice to make the information in the report show differently. 

     

    Let us know if you require any further assistance with this. Alternatively, you can also reach out to our virtual assistant, MOCA, on our website, or you can request support via my account at myob.com. 
     

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

     

    Thanks,
    Genreve

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