I am running a transaction report by class to show all the activity (I have deposits and payments). I need to include the check number and have selected that but it is not showing. The column is there but the check is not. I think it has something to do with the "type". The bill type is showing but the Bill-Check type is not. How do I include this type? I don't see type as a filter. Thanks!
This is so detailed and I thank you. My problem remains with the "type". I used the Vendors tab and entered bills and paid bills. This is a RE closing so it is not a customer transaction. So the deposit/wire is picked up and the bill (vendor invoice) is picked up but the check is not. When I manually enter the activity using "write checks" the report picks up what I need. When I look at the check by "print bills", there is nowhere that the class is showing so could that be my problem? I can't thank you enough.
What vendor report that we are pulling up? For a detailed reporting of the transactions, we can use what my colleague suggested.
We're unable to enter a class on the Pay Bills window since we base the class details from its bill. It's possible that we didn't enter a Class on the Bill that's why it didn't show up. We can further check on the bill and enter a class either per line item or as a transaction. Then, we can filter the report or refresh it if we're currently opening one.
We can check out this article that will help us customize a report by class. We might want to Memorize the report we've customized so we don't have to add the filters and columns all over again.