Forum Discussion

S_L_M's avatar
S_L_M
Experienced Cover User
3 years ago

Allocation memo

I am using the latest AccountRight Plus. How can I obtain a report/export that includes the Allocation Memo (the one in the grid on the Receive Money and Spend Money screens)? I have seen screen shot...
  • LRBooks61's avatar
    LRBooks61
    3 years ago

    Hi

     

    When you go into the report you want and run it there is a top ribbon that has insert/modify 

    Go into that tab on the right hand side is a show/hide box, click on this and find allocation memo and arrow it across to show.

    Run the report

    If you want to keep this as your default save the report ( rename to suit)and it will show in the customised reports tab so you can run whenever you want

     

    Hope that helps

     

    Lisa

LRBooks61's avatar
LRBooks61
Ultimate Cover User
3 years ago

Hi

 

When you go into the report you want and run it there is a top ribbon that has insert/modify 

Go into that tab on the right hand side is a show/hide box, click on this and find allocation memo and arrow it across to show.

Run the report

If you want to keep this as your default save the report ( rename to suit)and it will show in the customised reports tab so you can run whenever you want

 

Hope that helps

 

Lisa

  • S_L_M's avatar
    S_L_M
    Experienced Cover User
    3 years ago

    Thank you, Lisa.

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