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32 Vote

Have the ability to see the Vendor Name in General Ledger Transaction Reports

If you are reviewing your G & A or indirect cost accounts in the G/L, you need to be able to quickly identify if a vendor was coded wrong

• Jeff Davidson
• Mar 8 2016
• In Review

ProContractor  / FC - Financial (General Ledger)

• Comments (3)
• Votes (32)
• Merged ideas (1)

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  Leslie Luypen commented

  July 14, 2016 19:08

  I also want to thank you for this tip Matt!  I have been frustrated not being able to see the Vendor Name in the GL Transaction Report.  This worked beautifully!  Thanks again!

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  Jeff Davidson commented

  March 08, 2016 23:03

  Thank you very much, that works.

  Jeff Davidson
  Controller
  Spiess Construction Co., Inc.
  805-621-5900 (Direct)
  805-937-5859 (Office)
  805-937-0141 (Fax)
  www.sccitanks.com

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  Matt Kiefer commented

  March 08, 2016 22:44

  Administration > Set Up > Modify Reports > Account Transaction Report

  Create a copy of the Default and change the ID to be [EntityName]. This will show the Vendor Name and not the ID.

  You can also use [EntityIdentityCode] - [EntityName] to show the ID and the Vendor Name.  You will probably have to adjust the column widths a bit, but this will work great for what you are trying to accomplish!

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• 5 Vote

  Add Entry Description to financial Account Transaction Report instead of transaction number Merged

  The account transaction report is used for detail support for our financial statements. The transaction number does not let the CPA know what the transaction was for.

  

  Created 17 May 22:20 by Sherry Bird

  ProContractor / FC - Financial (General Ledger)

  0 In Review

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