Forum Discussion

S_L_M's avatar
Experienced Cover User
3 years ago

Allocation memo

I am using the latest AccountRight Plus. How can I obtain a report/export that includes the Allocation Memo (the one in the grid on the Receive Money and Spend Money screens)? I have seen screen shot...
  • LRBooks61's avatar
    3 years ago



    When you go into the report you want and run it there is a top ribbon that has insert/modify 

    Go into that tab on the right hand side is a show/hide box, click on this and find allocation memo and arrow it across to show.

    Run the report

    If you want to keep this as your default save the report ( rename to suit)and it will show in the customised reports tab so you can run whenever you want


    Hope that helps