add additional columns to transaction reports
Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
We have clients that will often use a generic name in the "who" box and we cannot tell where the money was spent when reviewing without going into each one. We have suggested they use where the money was spent in the "who" box, but they don't always comply.
Tracey Lindsay
shared this idea
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