Is there an easier way?

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Courtenay
Courtenay Member Posts: 7 ✭
edited August 2019 in Accounts Hosted
I have an amount coming up in my Net FRE column on my tax summary report. It won't let me double click on it to find the transaction? What is an easy way to locate this anomaly to check it?

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  • sheelagh ellem
    sheelagh ellem Member Posts: 4 ✭
    edited February 2017
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    Courtenay
    I change my Preference to Accruals then rerun the Tax Summary Report.  Once you have done this Memorise the report (so you can find it every time you want to check it by drilling down) I usually put in capitals FOR CHECKING PURPOSES ONLY
    Change your preferences back to cash (as long as that is what you on in the first instance)
    You will not have to change the preferences again next time you want to check the codes as you can go straight to the memorised report and check from there.
    Trust this makes sense
  • Shirley Ingle
    Shirley Ingle Accredited Partner Posts: 138 Accredited Partner Accredited Partner
    edited February 2017
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    Hi Courtenay  Instead of changing the preference, you can find details of the FRE entries list this.

    Go to Lists, Tax Code List,  Highlight FRE, click Reports bottom of the page, set your date range and then click Ok.

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