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Jan 11, 2023 2:32 PM UTC
Question

Including Service Information in Invoice List by Date Report

When I download an excel spreadsheet of our invoices (invoice list by date report), I get a column for memo/description. Is there a way to add a column for product/service description, so it takes less time to cross reference invoices?

1 reply

Jan 11, 2023 3:06 PM UTC

Hello Beth, Thanks for reaching out to the Community about the invoice list report. There is no way to add in a product service description in that report. You could run a transaction detail by account report>use group by on the report and select transaction type and then go to the customise in the top right of the reports page and in the filter select in transaction type invoice and still in customise in the add columns tick product/service and then run the report. That will show the product/invoice and date on the report. It would not show a description, however. If that does not suit your needs we could look at alternate options,  just reply back here and we'll do our best to get you as close to what you need as possible.