You'll find special toolbar options for a wide variety of reports
Accounts reports
- Account History (OfficeLink) - Include 0.00 Balances checkbox
- Account Transactions report - Source Journal pop-up menu.
- Chart of Accounts (Summary) - Print Account Balances checkbox
- Chart of Accounts (Detail) - Include Subtotals checkbox
- Job Transactions - Consolidated checkbox
- Job Profit & Loss - Consolidated checkbox
- Job Reimbursable Expenses - Consolidated checkbox; Reimbursable pop-up menu
- Job (Budget Analysis) - Consolidated checkbox
- Jobs List - All/Selected Customers option
- Trial Balance (Summary) - Include Accounts with No Activity checkbox
- Trial Balance (Detail) - Include Accounts with No Activity checkbox
Banking reports
- Bank Deposit - Select Subtotal by Method
- Undeposited Funds - Select Subtotal by Method
- Reconciliation Report - Sort by Date/ID option
Cards reports
- Address List - ZIP Code From/To selection option
- Card File (Summary) - ZIP Code From/To selection option
- Card File (Detail) - ZIP Code From/To selection option
Inventory reports
- Analyze Inventory (Summary) - Sort By Item Number or Item Name option
- Auto Build - Sort By Item Number or Item Name option
- Inventory Count Sheet - Sort By Item Number or Item Name option
- Items List (Summary) - Include Items pop-up menu; Sort By Item Number or Item Name option
- Items List (Detail) - Include Items pop-up menu; Sort By Item Number or Item Name option
- Price Analysis - Include Items pop-up menu; Sort By Item Number or Item Name option
- Price List (Summary) - Sort By Item Number or Item Name option
- Price List (Detail) - Sort By Item Number or Item Name option; Price Level pop-up menu
Payroll reports
- 940 Report - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- 941 Report - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Accrual Balance (Summary) - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Accrual Balance (Detail) - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Employee Accrual Expense Balance (Summary) - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Payroll Summary - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Quarterly Tax Totals - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Tax Detail (Employee) - Period (1st Quarter, 2nd Quarter, etc.) pop-up menu
- Tax Liabilities - Jurisdiction pop-up menu
Purchases reports
- Analyze Purchases (Item Spreadsheet) - Fiscal Year & Period (1st Quarter, 2nd Quarter, etc.) pop-up menus
- Analyze Purchases (Vendor) - Fiscal Year & Period (1st Quarter, 2nd Quarter, etc.) pop-up menus
- Analyze Purchases (Vendor - FY Comparison) - Fiscal Year & Period (1st Quarter, 2nd Quarter, etc.) pop-up menus
- Analyze Purchases (Vendor Spreadsheet) - Fiscal Year & Period (1st Quarter, 2nd Quarter, etc.) pop-up menus
- Purchases (Vendor Summary) - Purchase Status selection
- Purchases (Vendor Detail) - Purchase Status selection
- Purchases (Item Summary) - Purchase Status selection
- Purchases (Item Detail) - Purchase Status selection
- Recurring Purchase Template (Register) - Purchase Status selection
- To Do List (Payables) - Overdue Only option
- Vendor Payment History - Checks Dated From/To and PO# From/To selection options
- All Purchases Register - Sort options
- Closed Bills Register - Sort options
- Open Bills and Orders Register - Sort options
- Quotes Register - Sort options
- Returns and Debits Register - Sort options
Sales reports
- Analyze Sales (Item) - Fiscal Year pop-up menu
- Analyze Sales (Item - FY Comparison) - This Year vs. Fiscal Year pop-up menu
- Analyze Sales (Item Spreadsheet) - Fiscal Year pop-up menu
- Analyze Sales (Activity) - Fiscal Year pop-up menu
- Analyze Sales (Activity - FY Comparison) - This Year vs. Fiscal Year pop-up menu
- Analyze Sales (Activity Spreadsheet) - Fiscal Year pop-up menu
- Analyze Sales (Item Spreadsheet) - Fiscal Year pop-up menu
- Analyze Sales (Customer - FY Comparison) - This Year vs. Fiscal Year pop-up menu
- Analyze Sales (Customer Spreadsheet) - Fiscal Year pop-up menu
- Analyze Sales (Salesperson) - Fiscal Year pop-up menu
- Analyze Sales (Salesperson - FY Comparison) - This Year vs. Fiscal Year pop-up menu
- Analyze Sales (Salesperson Spreadsheet) - Fiscal Year pop-up menu
- Customer Reimbursable Expense - Reimbursable Removed/Reimbursed pop-up menu
- Referral Source - Sales Status pop-up menu
- Sales (Customer Summary) - Sale Status pop-up menu
- Sales (Customer Detail) - Sale Status pop-up menu
- Sales (Salesperson Summary) - Sale Status pop-up menu
- Sales (Salesperson Detail) - Sale Status pop-up menu
- Sales (Activity Summary) - Sale Status pop-up menu
- Sales (Activity Detail) - Sale Status pop-up menu
- Sales (Item Summary) - Sale Status pop-up menu
- Sales (Item Detail) - Sale Status pop-up menu
- Sales Tax (Summary) - Collected/Paid pop-up menu
- Sales Tax (Summary - Cash) - Collected/Paid pop-up menu
- Sales Tax (Detail) - Collected/Paid pop-up menu
- Sales Tax (Detail - Cash) - Collected/Paid pop-up menu
- To Do List (Receivables) - Overdue Only check box
- To Do List (Orders to be Shipped & Received) - Include Orders Without Promise Dates check box
- Tax Code List - Sort By checkbox
- All Sales Register - Sort By pop-up menu
- Closed Invoices Register - Sort By pop-up menu
- Quotes Register - Sort By pop-up menu
- Open Invoices and Orders - Sort By pop-up menu
- Returns and Credits - Sort By pop-up menu
- Recurring Sales Templates - Sale Status options
Time Billing reports
- Activities List - Activity Type and Sort By pop-up menus
- Activity Log (Detail) - Activity Status pop-up menu
- Activity Log (Diary) - Activity Status pop-up menu
- Activity Slip (Activity Summary) - Slip Status and Subtotal pop-up menus
- Activity Slip (Activity Detail) - Slip Status and Subtotal pop-up menus
- Activity Slip (Customer Summary) - Slip Status and Subtotal pop-up menus
- Activity Slip (Customer Detail) - Slip Status and Subtotal pop-up menus
- Activity Slip (Employee Summary) - Slip Status and Subtotal pop-up menus
- Activity Slip (Employee Detail) - Slip Status and Subtotal pop-up menus
You'll also find that improved "zoom" features now make it easy to view detailed data in many reports (including the P&L and Balance Sheet) in their source transactions simply by clicking on the appropriate line. Many reports also include a new Memo or Payee field where you can display additional information about each transaction. (On most of these reports, you can define the name and content of this field with your setup preferences.)
Copyright 2002 MYOB Limited