The Transaction processing page shows the next activity statement that’s due for each client, and any overdue statements you haven’t lodged yet. You can quickly open the next form that needs completing by clicking the status.

Setup checklist

As an administrator, review this checklist to make sure you’ve set up everything that’s required to view activity statement details on the Transaction processing page.

1. Click All Clients in the top left of any page.
2. In the Contact list, find the client you want to add the branch number to.
3. Click theEdit icon to open the record.
4. Enter the Branch number.
5. Click Save.

There are two steps to complete.

First you need to create a user defined field in MYOB AE or AO so you can enter the branch number, and then you’ll need to enter the number in each client record.

Create the ABNBranch field

1. In MYOB AE or AO, go to the Maintenance menu and choose Maintenance Map.

2. Click User defined in the left menu.
   

3. Click Extra Fields.

4. In the first row of the table, right under the header row:

1. Type ABNBranch in the Field column.

2. Select the Contact checkbox.

3. Click in the Data Type field, and select Number from the list.

5. Press Enter, and the ABNBranch field will be saved to the list.
   

6. Click OK.

Add the branch number to a client

1. In MYOB AE or AO, click Contacts in the toolbar.

2. Open a client record.

3. Click the Extra tab.

4. Type the branch number in the Value column of the ABNBranch row.
   

5. Click OK.