I'm looking for a report like the Account Transaction (Cash) report where I can select the accounts I wish to report on and to display the Job Number field. It is this last field I am having trouble including and is an essential sort field required when exported to Excel.
I need:
Transaction ID, Date, Acct Name, Acc No, Memo, Debit, Credit, Job No.
Hoping someone can help, thanks.
Hi @MicheleJK,
Thanks for your post.
My apologies for the delay in response. I understand that you're looking for an account transaction report that can display the job number field. We appreciate your patience and for reaching out about this. However, we regret to inform you that the job number field we're not able to display on this report. Kindly see the sample picture below:
For more detailed information on all account reports available, you may check out this article: Account Reports.
Feel free to post again anytime you require further assistance.
Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.
Kind regards,
Shella
