Flow's avatar
Flow
Experienced Cover User
10 years ago
Status:
Open

Forms: Statements - Include comment column

Hi,

 

Can we please have some extra fields available on the statement grid when customising customer statements? Having the "Journal Memo" appear as the description is a bit pointless for our purposes, however being able to display the "Comment" field would be more helpful. 

 

Any chance we can get the Comment field on the statement GRID?

 

Thanks

Sarah :-)

 

 "Additional Fields required for customer statement grid"

5 Comments

  • Status removed:
    New

    Hi Flow

    Thank you for your idea in regards to AccountRight and producing statements.

    When you say include the comment field are you referring to the comment field on the Invoices? i.e. the Sales>>Enter Sales >>Comment field in the bottom left?

  • Flow's avatar
    Flow
    Experienced Cover User

    Hi Steven,

     

    Yes the comment field from the invoice transaction. 

     

    Thanks

    Sarah

  • KattC's avatar
    KattC
    Former Staff

    Hello Flow

     

    Thank you for the Clarification for the field. If there is anyone else that would like to see this field when customising the statements please do vote and post comments.

  • mcv's avatar
    mcv
    Experienced Cover User

    i think its a good idea to have it customisable in the forms area - i would use it, have spent the last 3 weeeks setting up and customising all my forms and email options and this is good idea.

  • Status added:
    Open

    Thank you very much for your suggestion Flow, and your feedkback mcv

     

    Anyone else wish to add the Comment field from invoices when customising statements, please cast do cast your vote, and leave comments if required.