Thursday, July 12, 2007

MYOB: Save Time with Batch Reporting

Do you find you are printing the same reports each time? You can save time by printing all of your nominated reports at the same and with just one click of the print button.

How do you do that? It is called batch reporting and setting it up is simple.

Step 1:
From the Reports drop-down menu at the top of the screen, select Report Batches.

Report batches in MYOB

Step 2:

Click on the New button. In the Batch Name field, enter a name for the batch.
In the example I have called the new batch "Usual Monthly Reports."

Add reports to new batch in MYOB


Step 3:
Now you just need to put a click next to each of the reports you want to include and select OK.

As you can see above, I have chosen a Trial Balance, Balance Sheet and Profit & Loss.


HINT: You can add or remove reports from batches at any time by selecting the batch from the list and clicking on the Edit button.


Printing a batch for a selected period

Step 1:
Printing a batch is quick and easy. Firstly, go to Reports > Report Batches.

Step 2:
In the period field, select the period to date that you want to print the batch for. Highlight the name of the batch you wish to print and click on the Print button.




As you can see, using batch reports is a real time-saver and easily customised to suit your own needs.

Note: This tip applies to MYOB Accounting and MYOB Accounting Plus Version 10 or later.

For more MYOB hints, visit our Tips and Tutorials page.


1 comments:

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The comments provided in this blog are general in nature and not intended to be specific advice. Each situation is different. You should discuss your circumstances with Alan (or another tax agent) to obtain individual advice before acting on any information.