Forum Discussion

Bairdy's avatar
2 years ago

Report: Payroll Category Transactions (Accural)

Hi.

 

When I export the report to excel it displays the payee's name as e.g. "Tom Jones" so when I sort it sorts under the first name.

 

How can I run the report with surname first?

 

It doesn't like it when I try to export it as CSV file.

1 Reply

Replies have been turned off for this discussion
  • Hi Bairdy

     

    Thanks for your post. Apologies for the delayed response. Please allow me to extend you a very warm welcome to the Community Forum. I hope you find it a useful tool.

     

    In Export Assistant, you may remove the first name for it to display only the surname of the payee. Our article Exporting data has instructions on how to do this within AccountRight.

     


    Please don't hesitate to post again if you need help in the future.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

     

    Cheers,
    Leneth