cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

I make a bank deposit. I split the deposit, noting the amount, the account, and the customer. BUT when I run transaction detail report, the "name" column is empty. Why?

 
1 Comment
Moderator

Re: I make a bank deposit. I split the deposit, noting the amount, the account, and the customer....

Hello eomalley2,

 

The NAME column on the Transaction Details by Account report displays the customer/vendor names of the deposits. However, the deposit should meet any of the following conditions:

  • It has only 1 affected line item. 
  • It affects Accounts Receivable or Accounts Payable.
  • The customer/vendor name is entered in the RECEIVED FROM column.

Otherwise, the NAME column will display nothing. Though, we can customize the report to display the customer names of the said deposits. Let me show you how:

  1. Open the Transaction Details by Account report and click the Customize button
  2. Go to the Rows/Columns section and click Change columns.
  3. Put a check mark in the Customer box and click Run report.

The deposits that shows -Split- still won't display the customer names under the bank accounts. You can scroll down on the report and look for the specific affected accounts to see the customer names.

 

I'd be glad to walk you through if you need more assistance with this report. Have a great day!

Need to get in touch?

Contact us