Only available if you use categories in AccountRight
Categories are like labels which you can assign to transactions. A category might be a separate department, cost centre or office within your company, or another business segment.
For more information, see Categories.
You can only create or edit categories in your AccountRight software.
MYOB's categories reports enable you to analyse the financial position and performance of different parts of your business.
You can access categories reports via the Reporting menu > Reports > Category.
The reports and their functions are listed below.
Category balance sheet
Go to the Reporting menu and choose Reports > Category.
Click to open the Category balance report.
Filter the report as required by categories and a date range
Select Report options, such as how to display negative amounts and whether you want to show cents in amounts.
Click a category to see all the accounts assigned to that category – click Expand all to see all of them.
To view a combined balance sheet for all of your categories, click Consolidate categories.
Click Customise to remove or reorder columns.
If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.
If you want to save your changes to the report, click Save as to save it as a custom report. The report with your changes will then be available in the Custom reports tab.
Category general ledger
Go to the Reporting menu and choose Reports > Category.
Click to open the Category general ledger report.
Filter the report as required by:
a date range
accounts
categories
transaction types
amounts and transaction memo text (click Transaction filter).
Click a category to show the balances of accounts and transactions assigned to that category – click Expand all to see all of them.
Click Customise to remove or reorder columns.
If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.
If you want to save your changes to the report, click Save as to save it as a custom report. The report with your changes will then be available in the Custom reports tab.
Category profit and loss
Go to the Reporting menu and choose Reports > Category.
Click to open the Category profit and loss report.
Filter the report as required by date range or categories.
Click a category to show the balances of accounts and transactions assigned to that category – click Expand all to see all of them.
To view a combined profit and loss report for all of your categories, click Consolidate categories.
Click Customise to remove or reorder columns.
If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.
If you want to save your changes to the report, click Save as to save it as a custom report. The report with your changes will then be available in the Custom reports tab.
Exporting, saving and printing
You can export your report as an Excel spreadsheet or PDF by clicking Export. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
When exporting PDFs, you can also choose which style template you want to use. When the PDF displays, you can save it.
When viewing a report, click View and print to display the report as a PDF in a new browser tab, where you can save or print it.