Please add ALLOCATED MEMOs to HIDE/SHOW box in REPORTS - JOB-Transactions. This was a feature in 19.9 but has been omitted from 2013.2. This is a feature that is required by our company. ...
It would be really handy if the "allocation memo" could be added as an available column in the Job Transaction (Accrual) Report.
The reason being, the Job Transaction (Accrual) report is one of the few reports that has
| Beginning Balance : | -$381,183.19 |
| Net Activity : | $13,316.66 |
| Ending Balance : | -$367,866.53 |
at the end of the report. It is really handy for clients to be able to see this format. But unfortunately the allocation memo is an option as an additional column. The allocation memo column adds additional details that are not included in the Memo line, that relate specifically to the individual lines of the transaction.
cheers
Bernadette
In the previous version 19.5 this report has an allocation memo field which doesn't appear in v2016. Can I please have this field to allow me to report as previous
Hi TheGlebeMgmt
If you look at the Job Detail report I think you will find the Allocation Memo.
You may need to Modify to Show the field if it does not appear first up.
I spent a lot of time on the phone with MYOB today. Its definately not there, the 2016 specialist at MYOB asked me to post this for the team to see and action. I think you may be confusing the job transaction report with the job detail accrual report.
Hi TheGlebeMgmt
Yes I was referring to the Job Activity Detail report, which does show the Allocation Memo, see below. However this is sub totalling everything by each GL Account whereas I guess the Job Transaction report is subtotalling by Job Number.
Would the following layout help?
This is a Job Detail report run in our Business Intelligence Software BI4Cloud. The Trx Description is the Allocation memo. You can present the data in may different ways, this one is at transaction detail Subtotaled by Job Number.
It can be exported to Excel or set up to auto email and or filter by Job, Job Header, Job Manager etc.
You can try this on your data to see if it will help you.
We are one of the MYOB Add on solutions - See http://myob.com.au/addons/listing/52/business-intelligence-for-myob/
I think I would rather just request the development team for account right add the allocation memo field to the Job Transaction Report to allow me to report as previous and use current excel templates that we have already without having to modify them , rather than spend money on an additional product to do a not quite the same thing.
Thanks for your suggestion.
Can I please have a response confirming the development team have seen this?
Thanks
Andie
Thanks for your call today Jennifer, as it stands I don't think your product is suitable for our needs.
Can I please have a response from the MYOB development team that this request has been received and if they are able to help me?
Thanks Andie
