Improvement: Add a description for each line of the journal

News posted by John Fouracre 7 years ago

We have updated journals so that you can now add a separate description for each line of the journal:

file

Additionally, the journal (and transaction) overview will display the summary

file

8 Replies

Hi Tommy

I know the number of rows adjustment box is there, but it's inconsistent with the rest of the site. It's more intuitive and easier to use if you could add a row as you need them, in a similar way as rows on an invoice, bill or expense claim.

Not a big problem, but it does stick out.

M

John & team. That's brilliant news and a really useful bit of functionality for ClearBooks journals. Thank you!

Hi Tommy

Just to reinforce Michael's suggestion, it's always been a long lasting nagging defect to have to enter the number of lines you want.

The methodology Michael suggests is the way that practically every other cloud accounting app works. Some in fact automatically add a blank line below the one you've just created, rather than expect you to add one yourself.

Hi Michael,

Ah I see, I will raise this with our developers as it currently isn't on our roadmap. Thanks for the suggestion!

Much appreciated,

Tommy

Hi Michael,

We currently do not have an 'add row' function, however, we do have a field where you can adjust the number of lines you require on the journal.

Is this what you require?

Tommy

That's great and very useful. But can we now have an 'add row' functionality in journals just like all other input screens in CB?

"One small step" worth waiting for - Thanks John

Reply to this news

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are