From the course: MYOB AccountRight: Reporting Necessities
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Customer ledger - AccountRight Tutorial
From the course: MYOB AccountRight: Reporting Necessities
Customer ledger
We're going to produce a customer ledger report for Stevenson & Co for the month of January. On the Sales tab, down in the customer area, there is a customer ledger. This is a quick report of all the in and out transactions for a specific customer for a period of time. It will show invoices, payments and credits for the date range. So in the customer field, change it to be just Stevenson and Co. We've set the date range for January. Let's display it to screen. It's now showing all the sales and cash receipt entries, a total of the transaction amounts and the balance that's due. This is a report that we could go to send to and place it into an HTML format. I'm going to save it into a exercise folder. It's called customer ledger and I'm going to put the customer name on there, Stephenson & Co. If we now use our mouse and go down to our exercise folder you'll now see that we have an HTML document It looks like this. Let's close this HTML format file and minimize our folder and we've…
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