Search and track down different transactions in MYOB easily with the use of these 5 simple methods. Get the results you seek in no time with no fuss! Do you know what these 5 methods of finding transactions are? Read on and see if you get them correct:
- Find Transactions Window
To do so, select the ‘Transactions Journal’ from your main command centre to open the Transaction Journal window. View through the tabs present and choose the most appropriate one. Key in the date of your transaction into the ‘Dated from’ and ‘Dated to’ options to search for your transactions. Using the search criteria that is provided, narrow down your search results and identify your transaction by drilling down to view individual transactions.
- Bank Register
Transactions that are affecting specific cash or banking accounts in your list can be found using the ‘Bank register’. Locate the ‘Banking command centre’ from the ‘Main command centre’ and choose ‘Bank register’ to open up the bank register window. Using this window, enter the cash transaction to locate the relevant details.
- Sales Register
For sales transactions, simplify your process of looking for your transaction in your MYOB software by choosing the ‘Sales Command Centre’. Access the ‘Sales Register’ window and narrow down your search further by using the 6 different tabs, differentiating types of sales transactions to look for your desired sales transaction.
- Purchases Register
When it comes to purchase transactions, using the ‘Purchases register’ would be the best choice when it comes to locating them. To do so, simply locate the ‘Purchases Command Centre’ from the ‘Main Command Centre’ and choose ‘Purchases Register’ to bring up it’s window. From there, you can choose 6 different tabs that can be used to find your previous records.
- Items Register
Using the ‘Main Command Centre’, locate your ‘Inventory Command Centre’. This will enable you to select and use the ‘Items Register’ window to track your item inventory. For transactions that affect the items in your inventory, this is a simple and straightforward method of tracking and locating them so if you remember the items, you will be able to use this feature.
These are the 5 ways of finding your transactions in MYOB. MYOB actually simplifies the process for users by a substantial amount and enabling more control by allowing users to narrow down the search based on many different factors. If you know the type of transaction, it would be a lot easier to locate your desired transaction.
