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For small businesses: Accounting features

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History and Notes report - Contact details

It would be really useful to see the contact name on the History and Notes report.
We use this report to track bank account changes but we also check newly added supplier bank account details. Seeing which contact each line relates to would help us group them and know if an 'Edited - Bank.....' relates to the same contact as a 'Created' so we don't need to go into each line

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Sarah Pickard shared this idea  ·   ·  Report…  ·  Admin →
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  • Frances Mpala commented  ·   ·  Report

    In addition to this, it would be a useful control to be able to generate an exception report that lists any master data changes to Accounts Payable (such as bank account numbers and contact details).

  • Melody Deng commented  ·   ·  Report

    Please add this report which is useful for AP control. Thx