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Generate coding reports

When working on a client’s file, you may come across some transactions that you can’t allocate until you get more information about them. You may have also been selected to receive an email requesting you to generate coding reports.

To help with this, you can generate a report straight from MYOB Practice that lists all unallocated transactions for a date range, so you can get your client to fill in the gaps.

And to save more time, you can create coding reports for several clients in one go, without needing to open each MYOB Essentials, MYOB AccountRight or MYOB Business file.

You can also schedule coding report reminder emails for your staff, and use templates for the coding report messages sent to your clients. See Report frequency.