BFEmma's avatar
BFEmma
Experienced Cover User
28 days ago
Status:
New

Easier way to show account number on reports

Hi there

 

Is there some way we can include an option to have a tick-box on the front filter page to include or exclude account numbers for reports like the balance sheet or profit and loss? Or an option in set-up where we can tick "always include account number"?

 

This would make life easier!! 

 

Thank you!

3 Comments

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Hi BFEmma , this can be set as a default under report settings (user preferences - other preferences). Select the business name on the top right to start.

     

    The option for other preferences has an instruction to "Select the default accounting method used by this business". That's a copy of the Accounting method under reporting (business settings). The developers might like to consider changing that to something relevant. 

  • BFEmma's avatar
    BFEmma
    Experienced Cover User

    Hi Mike_James 

     

    Thanks so much for your reply. Is there a way to do this on the desktop version do you know? This one is great for the browser version but i can't seem to see it in the desktop version,

     

    Thank you!

    Emma

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Hi BFEmma , sorry I missed the "desktop" label in the heading...

     

    There is no equivalent in the desktop. I create custom versions of the reports I want including the account number, save and use those instead.