Only available if you use categories in AccountRight
Categories are like labels which you can assign to transactions. A categ=
ory might be a separate department, cost centre or office within your compa=
ny, or another business segment.
For more information, see Catego=
ries.
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You can only creat=
e or edit categories in your AccountRight software.
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MYOB's categories reports enable you to analyse the financial position a=
nd performance of different parts of your business.
You can access categories reports via the Reporting men=
u > Reports > Category.
The reports and their functions are listed below.
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Category balance sheet =20
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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 negat=
ive amounts and whether you want to show cents in amounts.
- Click a category to see all the accounts assigned to that category =E2=
=80=93 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.
=
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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 a=
s to save it as a custom report. The report with your changes will=
then be available in the Custom reports tab.
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Category general ledger =20
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Category general ledger
- Go to the Reporting menu and choose Reports > Category.
- Click to open the Category general ledger report.
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- 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 a=
ssigned to that category =E2=80=93 click Expand all to see=
all of them.
Click Customise to remove or reorder columns.
=
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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 a=
s to save it as a custom report. The report with your changes will=
then be available in the Custom reports tab.
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Category profit and loss =20
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Category profit and loss=
h3>
- 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 assi=
gned to that category =E2=80=93 click Expand all to see al=
l of them.
- To view a combined profit and loss report for all of your categories, c=
lick Consolidate categories.
Click Customise to remove or reorder columns.
=
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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 a=
s to save it as a custom report. The report with your changes will=
then be available in the Custom reports tab.
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Exporting, saving an=
d printing
You can export your report as an Excel spreadsheet or PDF by clicking&nb=
sp;Export. Note that you must enable editing of the spread=
sheet from within Excel. If editing is disabled, the spreadsheet will not d=
isplay 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 t=
o display the report as a PDF in a new browser tab, where you can save or p=
rint it.