*I am having trouble getting Payee info when I double click to get the debit credit columns for a cash account report for the year.
2024-11-29T08:00:00Z
No idea what your are asking about
Please explain what screen or report you are talking about
When you are looking at a report showing the debit and credit columns for a bank account, I need the report to show the check number and the payee. The report is accessed by clicking on the balance sheet account Cash, which brings up the list of bank accounts. When you double click on the account you want, that brings up the debits and credits that make up the balance in that account. I want that report to include the check number and the payee. I have not been able to find a way to do that.
Hopefully that states my problem more clearly.
Thanks Joe
First make sure that each entry has a reference number (you call it check number but there is no such term in Manager) and that you have selected either an existing customer or an existing supplier. So please show one of the edit screens that has these.
Secondly Manager will then do the following:
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Add the reference number (in example number 89) to the transaction column see screenshot below of example business
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Add the customer or supplier to the Description column (in screenshot below “asupplier”)
