Account Transaction Report Fields

Robyn111

Hi All.

I am running an Account Transaction GL Report and because we have purchases using credit cards, my memo/payee says Purchase; Credit Card Purchase.  

I would like this to actually tell me what the transaction was for.  Would it be possible to link the 'Description' field behind the transaction into the report, so I do not have to go and look into around 200 individual transactions just to see what the transaction was ACTUALLY FOR?

This would make reporting to my 30 Program managers so much more easier.

thanks

Robyn

Mike_James

Hi @Doreen_P , I suggest that is not a very practical solution.

 

@Robyn111 , that kind of report is not available in the core program. We provide clients with custom reports of all kinds, which are run within our report writer addon program. We've done similar reports for a client who needed to send out purchase transactions with line by line and job number details for approval.

 

If you'd like to know more, please send me an email.