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banking deposit report

Submitted by hillsvet on Thu, 10/03/2011 - 16:50
in

Wondering if it would be possible for the banking deposit report (that we run weekly) to have dates on all the listed transactions. I often find myself looking for a transaction on a particular day, but find it very time consuming to locate due to the fact no transactions are dated and also seen to be in a completely random order. Even cronological order would make more sense??

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Re: banking deposit report

Submitted by tony on Sat, 12/03/2011 - 10:27.

Hi,

I believe this report was designed specifically to do the actual deposit rather than as a reconciliation report and hence not as much detail is provided and order is not that important.

It is definitely possible to modify the report to include addiitonal information but maybe the better approach for searching for things is in the Reporting -> Deposits.  In this workspace you can display deposited and undeposited entries using the filter at the top and then drill down through the associated till balnces and till entries which ar edate/time stamped etc.  The good thing is you can also easily navigate to the customer details from here and check transaction details as well.  I think you will find this very useful ..

Cheers

Tony

Re: banking deposit report

Submitted by Matt C on Thu, 31/03/2011 - 22:27.

A belated response.

Our nurses when reconciling out till do exactly what Tony suggests. They work within the workspace so they can click on links and view the customers transactions in "Account".

Cheers,

Matt C

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