100% agree with Luke Irving below. If you are working in a team, this feature is essential.
"It would be really helpful if we could add a column to Account Transactions reports to show the date the transactions were entered on the system. History and Notes Activity is insufficient for this purpose because it doesn't allow us to filter by transaction date (as far as I'm aware)"
100% agree with Luke Irving below. If you are working in a team, this feature is essential.
"It would be really helpful if we could add a column to Account Transactions reports to show the date the transactions were entered on the system. History and Notes Activity is insufficient for this purpose because it doesn't allow us to filter by transaction date (as far as I'm aware)"