Thursday, January 31, 2019

Account Register: Ability to show the split details of the transaction.

When viewing the Account Register, some transactions which have multiple GL Impact Accounts only show the word '- Split –' on the line item. The ability to customize the Account Register to show the split details of the transaction is being tracked under Enhancement # 40335.


Alternate Solutions:


1. On the Account Register: Click on the Date link to drill down on the details of the multiple accounts involved.


2. Create a Transaction Saved Search with Main Line field set to False.

-Navigate to Lists > Search > Saved Searches > New.

-Click on Transaction link.

-Under Criteria tab > Standard subtab:

--Type = is any of xx

--Main Line = is false

--Date = is within xx and xx

-Under Results tab > Columns subtab:

--May add or remove fields as necessary.

-Edit the Search Title as desired.

-Hit Save & Run.


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