Transaction Report that includes 'project'

Question asked by Anna Averna-Joint 6 months ago

Hi,

I'm doing some reporting using the transaction report but I really need the transaction report to show the project tagged to each transaction. Is there a way to get this data, perhaps by combining two reports?

Anna

4 Replies

Hi Mohamed,

I figured it out. I need to download the 'General Ledger' from the Export menu. That shows the project code too

Anna

Hi Anna,

I think the best bet would be to export the reports in CSV and also to export CSVs of the purchases or sales ledger which will have this detail.

All the best,

Mohamed.

Thanks Mohamed. Can you point me in the direction of where the PL and SL reports are that I can extracts as .csv? Thank yo Anna

Hi Mohamed,

I figured it out. I need to download the 'General Ledger' from the Export menu. That shows the project code too

Anna

Hi Anna,

Glad to hear it! Have a lovely day.

All the best,

Mohamed.

Reply to this question

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