Monday, February 25, 2008

How do I set up batch reports in MYOB?

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.

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."

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 below, 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.

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