Tricia1988's avatar
Tricia1988
Cover User
11 years ago
Status:
Done

Reports: Ability to produce reports for more than current, next and last financial years (historical information)

It is very frustrating that reporting is not available more than the 12 months prior to the current financial year. Now that we have been in the business for nearly 5 years we would like to look at a...
Historical Reporting
Reporting
Kym__Yeoward's avatar
Kym__Yeoward
Ultimate Partner

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

DuncanS's avatar
DuncanS
Ultimate Partner
9 years ago

Kym__Yeoward Mike_James

 

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