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CEaves
November 6, 2023
Question

Statement of Activity Detail Report itemization of added deposits

  • November 6, 2023
  • 1 reply
  • 0 views

Is there a way to add an itemization to the added funds deposits in the transaction column in the statement of activities detail report? If there is a single vendor paying it will show the vendor name, if there are multiple vendors in one deposit it doesn't show any of the vendors. You have to click on the deposit and go to another scene to see them but it is not on the report. 

1 reply

S
ShyMae
November 6, 2023

I appreciate you for providing a screenshot, @CEaves.

 

Your statement is correct. If you have more than one vendor in one transaction, the vendor details will not appear in the Statement of Activity Detail Report. Instead, you can use the Deposit Detail Report to view transactions with multiple vendors. 

 

Here's how to do it:

 

  1. Go to Reports
  2. From the Find report by name field, type in Deposit Detail.
  3. Click Switch to classic view if you'll be routed to modern view.
  4. Click Customize, then hit Change columns. 
  5. Scroll down and tick "Account." 
  6. Once done, click Run report. 

    I'll provide a screenshot for reference.

     

Once you're done generating your reports, you can send them to multiple emails. Check out this article for guides: Email a sales form or report to multiple email addresses. 

 

I'm always open if you need further assistance running and customizing your reports. Don't hesitate to reply to this message by tapping the reply button. Have a good one!

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