Join Elizabeth Haverfield for an in-depth discussion in this video Customer ledger, part of MYOB AccountRight: Reporting Necessities.
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 returned to MYOB AccountRight.…
- Installing MYOB
- Opening an existing data file
- Setting up tax codes
- Setting reporting preferences
- Saving filters and settings
- Editing and deleting customized saved reports
- Reviewing commonly used reports
- Completing a Business Activity Statement (BAS)
Skill Level Appropriate for all
1. Getting Started with MYOB
2. Report Features
3. Commonly Used Reports
4. Completing a Business Activity Statement
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