Good Day,
CUSTOMER LEDGER
Wondering if I can modify the fields permanently?
I don't want to see the ID or SRC, but each time I have to click on Insert/Modify and hide these fields.
Also, this applies to the first page only, whereas I need to see all the customers (multiple pages).
I require the date; memo ; transaction amount & balance fields only.
I'd be so grateful for a solution.
Thank you
Hi bookworm9992001 , once the report is how you like it, and redisplayed, save it, then next time use that saved copy under the Custom reports tab.
I am assuming that you are referring to reports from AccountRight.
If so, you can display the report the way you want it and then from the Save option, or Save As pull down menu:
you will see the options to name the report as you wish. This custom report will then appear in the My Custom Reports tab. Please note that the date range you have at the time you save the report will also be saved and you will need to re-select these each time you run the report.
Hope that helps.
AlanT
