Hi, I’m a new user - how do I track the activity of specific expense accounts - I have looked in the Reports tab on the left, but can’t figure out where to generate the report I need. I wish there was a column in the Payments window that showed what account a payment was coming out of- perhaps there is a way to set that up? thank you!
@CommuniChi in Payments go to Edit Columns Check your required fields.
Further More Try Advance Queries 
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sounds good but I am not sure how to find the “Edit Columns” feature.
Thank you for working with me on this Syed. I already had the Accounts feature checked off in Payments. I see that I can click on Accounts at the top of its column within the Payments page and it organizes all payments by Accounts. That is helpful, but not as efficient as I was hoping for because it requires a lot of scrolling to get the data I am searching for and even then, one has to visually examine dates. Is there a way to search for payment data by accounts that includes the option to set specific date parameters?
thank you!
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Try
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I successfully created a report, but not the report I need which is a specific report listing payments by specific accounts (or just a list of transactions in general by an account). But perhaps the earlier method will work for me of just clicking on the Accounts link at the top of the Payments column and go from there. Thank you
I don’t see any way to enter specific account criteria in the custom report feature.
that’s it! Thank you!
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