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

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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