Settings and activity
5 results found
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157 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
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Edgar Twigg
commented
When reconciling transactions, there is "Who, What, Why". When viewing reports, the "Who" becomes "Description". Not ideal, but okay.
We really need a way to Group and Summarize by that Description field. Especially when looking at annual reports for accounts that have lots of monthly expenses, it would be really great to have them totaled up by Description.
Edgar Twigg
supported this idea
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6 votesEdgar Twigg
supported this idea
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58 votesEdgar Twigg
supported this idea
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12 votes
Thanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
Edgar Twigg
supported this idea
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97 votes
Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
Edgar Twigg
supported this idea
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I don't want to filter by Contact, I want to filter by Description. When matching transactions, it is easy to set the Description. It is hard to set Contact.