How can I add Rep details to each transaction so that when you are in suppliers you can see who ente

Core Contracting ServicesCore Contracting Services Member Posts: 14
edited September 2019 in Accounts Hosted
We have a few people entering data and it would be awesome if you could add rep names to each transaction so its easy to see who needs training when mistakes are being made without having to run a report every time.  Can a rep number be added so when you look at your supplier it shows the Invoice, PO or Payment number and the person who entered it?

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 842 ✭✭✭
    edited September 2019

    Hi There

    Whist you can add a Rep to a PO, unfortunately, you can't edit the fields/columns in the Bills or Pay Bills screens.

    A better option would be to ensure each person entering data has their own User Name to login to the company file as the User & Entry Time/Date columns can be added in reports.

    Hope that helps. 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]gpond.com

    https://www.accounted4bs.com/

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