Invoice numbers on Transaction report

Question asked by Warren Turner 9 years ago

Is there a way to include the invoice numbers on the transactions report? For example our auditors have requested a transaction list of several account codes and highlighted several transactions they wish to sample, however we don't know what the invoice numbers are as they do not show on the reports so we are having to re-run the transaction reports and follow the links to each transaction which is proving time consuming.... Could this be included on the report as another column?

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Hi Warren,

Unfortunately, there is no way to include the invoice numbers on the transactions report at the moment. Apologies for the inconvenience.

I'm aware that this is far from ideal, but it may be helpful to export the Sales Ledger as a CSV file. This will include both the invoice number and the transaction number column, so you may be able to use it as a reference and/or combine it with your transactions report. I hope this helps.

All the best,

Mia

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9 years ago

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