Settings and activity
4 results found
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2 votesPeter Mason shared this idea ·
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7 votes
An error occurred while saving the comment Peter Mason supported this idea · -
113 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…
Peter Mason supported this idea ·An error occurred while saving the comment Peter Mason commentedAgreed!
As shown in the attachment, under the heading "Description" the field shown in the column below is the contact field, not the description field as entered for the transaction.
This is true of both the Bank transactions 'account transactions' page, and for the reports/account transactions report too.
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8 votesPeter Mason shared this idea ·
Update payroll for all staff on same wage to a new wage in bulk
Critical importance for upcoming minimum wage increase in UK in April.
Add "Update" button as shown
Field 1. "Find employees whose annual wages is set at: _____"
Field 2: "Set these wages to _____"
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