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NailEquip's avatar
NailEquip
Experienced Cover User
21 days ago

STATEMENT DESCRIPTION COLUMN

Good Morning, everyone.   Our customer "Activity" statements have the following columns:   Date / Ref No / Description / Charges / Payments / Balance - nearly all self explanatory.   My query i...
Mike_James's avatar
Mike_James
Ultimate Cover User

Hi NailEquip , that description comes from the journal memo in the transaction, so if you edit that before recording, then the statement will include the new text.

NailEquip's avatar
NailEquip
Experienced Cover User
17 days ago

Hi Mike,

 

Thank you for replying.  I tried this and it worked.  WOOHOO!!!  Thank you (now I just need to have our sales team remember to use it). :)

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    16 days ago

    Hi NailEquip,

    We're glad to hear that the solution provided by Mike_James resolves this issue. Feel free to start a new post if you have further queries, and one of us will be happy to assist.

    Regards,
    Earl

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