We do a lot of cash sales and sometimes need to go back and find invoices. I keep a spreadsheet of the invoices I issue but other people also issue invoices.
The customer name is always entered into the Ship To Field.
Is there a way to search by or run a report on Ship to Field?
Hi NewJob101,
At the moment the Ship To field isn’t available in reports, so you won’t be able to search or run a report directly on that field.
What you can do is use the Transaction List report, which shows the Description field. If you pop the customer name into that field when creating the invoice, you’ll be able use that field.
If you need to dig deeper, you can also export the Transaction List to Excel and run your own filters there.
Thanks,
Hannah
Where is the Transaction List Report, or does it have another name? I can't see this under reports for Sales
Thanks NewJob101
You’ve posted on the Solo by MYOB board, but from what you’ve described it looks like you’re using AccountRight. I’ll get this post moved over to the AccountRight team so you can get the right support🙂
Thanks,
Hannah
