STATEMENT DESCRIPTION COLUMN

Question

Good Morning, everyone.&nbsp;Our customer "Activity" statements have the following columns:&nbsp;Date / Ref No / Description / Charges / Payments / Balance - nearly all self explanatory.&nbsp;My query is:&nbsp; in the DESCRIPTION column it shows as the following;&nbsp; Sales; Name of Customer.&nbsp; When a credit has been given to a customer I would like to be able to show the original invoice the credit relates to in the DESCRIPTION column.&nbsp; Is there a way I can do this?&nbsp;I look forward to hearing back from you.&nbsp;Kind regards,SharonNAIL EQUIP PTY. LTD.&nbsp;

mike_james · Answer

Hi NailEquip , that description comes from the journal memo in the transaction, so if you edit that before recording, then the statement will include the new text.

nailequip · Answer

Hi Mike,&nbsp;Thank you for replying.&nbsp; I tried this and it worked.&nbsp; WOOHOO!!!&nbsp; Thank you (now I just need to have our sales team remember to use it). :)

earl_hd · Answer

Hi NailEquip,We're glad to hear that the solution provided by Mike_James resolves this issue. Feel free to start a new post if you have further queries, and one of us will be happy to assist.Regards,Earl

Forum Discussion

STATEMENT DESCRIPTION COLUMN

Looking for something else?

Related content

search description column for specific information

Change Item description

Statement Description

Importing bank statements

Description for Purchase journals

Statement text

Add Column to card List

Column sorting not working?