- Super_HagTrusted Partner
Jobs can only be attached to AUD Customers - this is a real pain when a user is in the middle of a transaction. When they go to add a new job, they have to remember to change the customer beforehand to being AUD so that the customer is accessible to the list of customers that you have access to. It can be really annoying!
- Super_HagTrusted Partner
My client has requested that it would be great to have the Sales & Purchases Registers (screen & Report) totalling in the originating currency please!! At the moment, the totals are only in AUD, not USD or whatever. (Have to run the Accs Rec Summary report) I understand that in MYOB Premier, he could see quickly the amount owing in the foreign currency.
- Super_HagTrusted Partner
Clint - there needs to be reports & screen totals in the originating currency! For example, the screen needs to total in Orig Currency per Supplier or per Customer. My client buys forward in different currencies & needs to see which invoices are due, as well as seeing which Customers' invoices are due so that he can anticipate what foreign currency he will be getting into his different bank accounts. So, Sales & Purchase Register, Aged Receivables & Payables in Detail. I can send you a screen dump of Originating Currency totalling in MYOB Premier if this helps. Client is "incensed" that he can't produce this information!
- clinteidelmanFormer Staff
Super_Hag - The Sales and Purchase Register show sub-totals on screen in originating currency as long as the first column grouping is Currency. Apologies that we don't yet show originating currency in reports (other than Recon Summary), I'm really hoping this will come soon.
- LeahdazExperienced Cover User
MYOB reports need to allow us to easily reconcile suppliers/customers accounts in originating currency. (like would could do in the old versions).
Types of reports required:
* Detail reports of Open Invoice lists in the originating currency. - MYOB 2019.2 only gives the option of the summary - NOT very helpful
* Detail reports of purchases during a given period of time in the originating currency. previously avail in the old version of myob under : Purchases Register Detail format
These need to be avail for both Excel or printing.
From what I can see the MYOB has gone backward with Multi Currency - very disappoint at this stage
- clinteidelmanFormer Staff
Hi Leahdaz
If you're looking to run a quick report of open/closed sales or purchases in local/foreign currency, many users prefer to do this reporting directly in the purchase/sales registers, rather than running a report.
It is very quick to filter/search/group and sort in the register. If your first grouping in the register is by the Currency column, you'll also see sub-totals directly in the register, for example - grouping by Currency then Customer.
You can very quickly paste into Excel for further analysis/pivot tables by right clicking in the register and clicking Copy List To Clipboard.
You'll find more info about reporting here: http://help.myob.com/wiki/pages/viewpage.action?pageId=28477913#expand-Reportingonforeigncurrencytransactions
- Super_HagTrusted Partner
Thanks Clint! Your advice re showing sub-totals in Originating Currency has been very helpful & I have shown the client as well. The best way to print it out with the totals showing is to take a screen shot & then put it in an email/word document/Paint.
I had hoped that by entering the column for Original Amount when printing off the Purchases Register would help, but it is picking up the AUD amount.
- Neane123Experienced Cover User
Receivable & payable detailed reports in originating currency....an absolute must, so frustrating not to be able to do this.
- PQPAustCover User
Please have Receivables Reconciliation (detail) + Payables Reconciliation (detail) reports with orginating currency!!!! I need this!!!!
- PQPAustCover User
all receivable and payable DETAIL reports in their originating currency please.
- LeahdazExperienced Cover User
Hi,
* REPORTS -> Supplier -> Purchases [Supplier Summary Report]
* REPORTS -> Supplier -> Purchases [Supplier Detail Report]
* REPORTS -> Supplier -> Analyse Purchase [Supplier - FY comparison]
* REPORTS -> Supplier -> Analyse Purchase [Supplier Multi-Period]
* Supplier Ledger
* Purchases -> Purchase Register -> Open Bills - I would like the total to be shown in AUD and in originating currency
* REPORTS -> Customer -> Sales [Customer Summary Report]
* REPORTS -> Customer -> Sales [Customer Detail Report]
* REPORTS -> Customer -> Analyse Sales [Customer - FY comparison]
* REPORTS -> Supplier -> Analyse Customer [Customer Multi-Period]
* Customer Ledger
Sales -> Sales Register -> Open Bills - I would like the total to be shown in AUD and in Sale currency
I will make of a note of any others and add them in time.
- PQPAustCover User
Both the Aged Payables/Receivables detail and Aged Payables/Receivables Reconciliation Reports do not show any orginating currencies. Only the summary.
I cannot produce reports on both Sales & Purchases [Supplier Summary] with originating currencies - this is not sufficient. Not one detail report shows the orginiating currencies.
Basically no reports for Sales & Purchases DETAIL show any originating currency.
ALSO JOB REPORTING is TERRIBLE
1. Job Transactions [Accrual] needs to have the "description" line in the purchase invoice showing on the report, instead it has the useless line of "Journal Memo" - we cannot determine what the actual line item is otherwise.
2. When I need a report for multiple jobs (eg the entire month job activity), they are not even sorted by job, but by account number which is IMPOSSIBLE to determine each job profitability!!!
Please call me if you can - I am ready to go to a different program if this cannot be changed.
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