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Status New idea
Workspace Reckon One
Created by Guest
Created on Feb 7, 2020

Add the Description field to the Ledger Transaction Report (in Advisor category)

I have used the export function of the ledger transactions into Handisoft to prepare the financials and tax returns. It works brilliant except that I miss the description detail. Will it be possible to add an extra option for the description field as well?  It would greatly speed up my Tax work in Handisoft.

  • ADMIN RESPONSE
    Feb 8, 2020

    Hi Michael - we are glad you find this report handy for Handi (sorry about the pun). Leave this one with us.

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  • Guest
    Reply
    |
    Feb 13, 2020

    Yes, DETAILS will be perfect.

  • Admin
    Jason Hollis
    Reply
    |
    Feb 12, 2020

    Hi Michael. We have investigated and found we can add the DETAILS section fairly easily, however adding the line description will be quite difficult as the postings tables we use do not have that detail.

    Can I confirm you were meaning the line description, and if so, will DETAILS help?