New Payee Report Request

Carlisa Silby
Carlisa Silby Member Posts: 9 ✭
edited April 2020 in Personal Plus and Home & Business
Can we please have a report that allows us to select a payee so we can see just that payee's transactions for a given date range.

The only reports I have found give you every payee. 

There is very poor payee reporting in personal plus 2016 version.

Comments

  • Les
    Les Member Posts: 34 ✭
    edited April 2020
    You can do this in Personal Plus 2016. Select Reports and then Banking > Transaction and the date range. Select Customise and then Payee tab. Clear All and then select the payee you want and Show Report. If you want you can save the report for each individual Payee (?) - have not tested the saving option.
  • Carlisa Silby
    Carlisa Silby Member Posts: 9 ✭
    edited January 2017
    That helps. 

    Thank you. 
  • Carlisa Silby
    Carlisa Silby Member Posts: 9 ✭
    edited January 2017
    That helps. 

    Thank you. 

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