Forum Discussion

Silverdgi's avatar
Silverdgi
Contributing Cover User
4 years ago
Solved

Linked account not showing on Account List

Hi, I have created a new Income detail account to help track sales, and although I have changed the corresponding card with the new account number, no transactions are showing in the accounts list. ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Silverdgi 

     

    Terrific, great to hear that guess provided you that information.


    In terms of what you are trying to achieve, there is no direct way per say. However, if it was me I would be running the Account Transactions [Accrual] report. You can filter this to the particular accounts and date range.  Also using the Additional Filters you can filter by a particular card to show you the the transactions per account for that card. 

Silverdgi's avatar
Silverdgi
Contributing Cover User

Hi Steve,

 

Thank you for time. Yes you have pin pointed it accurateley. 

Yes we use item layout, and that makes sense that the account tracking comes from the item, not the customer card.

 

So I guess there is not real way of tracking a specific cards income and seperating it considering the items used are across the board? Other than manually I suppose, as it is only one card, it just won't show up on reports seperately...

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Silverdgi 

 

Terrific, great to hear that guess provided you that information.


In terms of what you are trying to achieve, there is no direct way per say. However, if it was me I would be running the Account Transactions [Accrual] report. You can filter this to the particular accounts and date range.  Also using the Additional Filters you can filter by a particular card to show you the the transactions per account for that card. 

  • Silverdgi's avatar
    Silverdgi
    Contributing Cover User
    4 years ago

    Hi Steve,

    Thanks so much for your time, insight and expertise. I'll take your advise with thanks.

    Regards