Release Notes for Sales Reports

Upcoming Release

Details about upcoming releases will be posted as they become available.


Current Release

June, 2021

New and enhanced features

  • BI4 Analyse Sales II

    • Added Freight field to sales reports
      MYOB sales transactions include a separate Freight field at the foot of each sales order. Previously we only included line item sale transactions and did not include this Freight field in our sales reports. While the Freight field is a single $ amount for each invoice we allocate the Freight amount to each line of each invoice on a pro-rata basis. Use the +/- cols icon to display the Freight field

    • Added Payment Date information to sales reports
      New Payment date filter added in addition to the Invoice Sales Date. Filter by, Group by and Analyse by payment dates. Enhance sales reporting by Salesperson to show only invoice paid in a certain period.

    • Added Total Paid, Open balance, Paid % and Total $ inc Tax columns to sales reports
      Use the +/- cols icon to display the new fields.

    • BI4 Analyse Sales II report replaced original BI4 Analyse Sales 3.8 which is now retired
      The introduction of payment date data into the sales report required the creation of a completely new Sales report mapping. All default Favourites based on BI4 Analyse Sales 3.8 were removed and replaced with Favourites based on the new report mapping. Any user created Favourites based on BI4 Analyse Sales 3.8 remain.
      Action Recommended: We recommend users rebuild any Favourite reports using the new BI4 Analyse Sales II report.


Previous Releases

Note: The information in the past release notes may have been superseded by subsequent release notes. 

March, 2021 

New and enhanced features

  • BI4 Analyse Sales II

    • Added Invoice Comment field into Invoice Detail
      Invoice comment can be used to group invoices together or to filter by 

 

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