Forum Discussion

KathyH61's avatar
KathyH61
Experienced User
10 months ago

BUSINESS PRO LITE - STATEMENT DESCRIPTION

Hi,

 

I have recently switched from Account Right Desktop version to Business Pro Lite.  In statements, the description in Business Pro Lite appears as generic, i.e. ""Sale; Customer Name".  In Account Right the description showed as whatever was noted in the invoice description.  Our business is real estate photography and our clients need to see the property address in the description.  I can't seem to find any way of righting this within the template.  Does anyone know if this is possible?

 

Many thanks for your help.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    10 months ago

    Hi KathyH61, 

     

    Thanks for posting your concern in the forum. 

     

    I'm sorry to hear about your difficulties with the description of statement lines. Unfortunately, the description value is taken from the Journal Memo of the transaction from the AccountRight desktop application. However, the MYOB Business does not have the Journal Memo field. Hence, it defaults to the prefill for an empty Journal Memo field (Sale; Customer Name). I recommend posting this as a suggestion to the Business Product Ideas Board for the developers to see. 

     

    Feel free to create a new thread if you require any other assistance. 

     

    Thanks,
    Genreve

    • KathyH61's avatar
      KathyH61
      Experienced User
      9 months ago

      Thank you Genreve, I have posted a suggestion.

      • Princess_R's avatar
        Princess_R
        MYOB Moderator
        9 months ago

        Hi KathyH61,

         

        Thank you for taking the time to share your suggestion on our Ideas board. We greatly appreciate your input and ideas. Your feedback helps us improve our services, and we value your contribution to making our platform even better. If you have any more suggestions or thoughts in the future, please feel free to share. We're here to assist.

         

        Cheers,

        Princess