Customer report showing description - Premier - Contractor edition

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  • Updated 11 months ago
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I am hoping there is someone out there to help!
We have a customer who has won a contract to install equipment in a chain of stores, we have completed most of the work and I am wanting a report to show in detail which stores we have completed and the income to date.  
When entering my invoices, I use the name of the store in the 'Description' area on the sales invoice.  I can do a 'find' and drill down to bring up the name of the store, however it does not include the $ value.  In some reports I have tried,  I have modified the description to include the name of the store but I get a list of item description, or the memo field on the invoice!
I am using Accounts Premier -Contractor edition.
Can someone please advise
Thanks 
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Sue Barton

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Posted 11 months ago

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Kevin Russell, Accredited Partner

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Why arent you using jobs? Or classes? Descriptions are fairly useless
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Sue Barton

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Thanks Kevin, I read up on how to use them.
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Kevin Russell, Accredited Partner

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Sue thats a great idea.
In the mean time, >Reports>"Custom Transaction Detail"
Modify Report
DISPLAY
set dates, Columns Type, Date, Number, Name, description, Amount Sort Description
FILTER Accounts
: all income/expense accounts, Name: Select customer  and OK
(Edited)