Forum Discussion

GBASO's avatar
30 days ago

Customizing the Find Transaction Screen

I have added the Allocation Memo data filed to the Journal screen & use this field to record additional information against eash transaction line, it works perfectly.

 

However, I can't see how to add this field to the Transactions review screen, it only shows the Memo field.

 

Refer attached screen shots

 

Thank you

George

2 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    30 days ago

    Hi GBASO,

     

    I appreciated the screenshot you've shared. To add the "Allocation Memo" field to the transactions review screen in MYOB, currently, there isn't a built-in capability to do so. The Find Transaction screen and transactions review screen only show the main memo field for each journal entry. A workaround is to run specific reports that include the "Allocation Memo" field. For example, you can use the "Accounts Transaction [Accrual]" report and customize the columns to show the "Allocation Memo" data for each transaction line.

     

    If you would like this feature to be added, consider submitting a suggestion through the idea exchange for consideration in future updates.

     

     

    Regards,

    Shella

  • GBASO's avatar
    GBASO
    29 days ago

    Hi Shella, 

    Thank you for your prompt response, I will submit as an Idea.