As an accountant dealing with multiple clients, I'm frustrated that I cannot run the GL Detail Report for prior years - particularly when I'm researching an asset, liability or equity account - that is, what its' balance comprises.
It's particularly important at year end, when I'm preparing the annual accounts.
Currently I have to instead run a Find Transactions query and then save the screen as a GIF picture, using the Windows 10 Snipping Tool. An unprofessional solution.
Kym Yeowarrd CPA ACIS
Darwin
Hi Kym__Yeoward, the Account transactions (Accrual) report can be run for prior years. There's no opening/closing/running balance. I'd like to see a GL summary report that could be run for any prior year, in support of this transaction report.
Further to Kym's comment, there was a recent request to MYOB for a 5 year P&L.
As the year is now closed not rolled and I believe the data can be saved for up to seven years then I believe that MYOB should make the reporting and search functions much more useful.
Duncan
