Add Transaction Line Item Memo Field as Column in a Report

 

•         In the Report Builder > Edit Columns page, users may consider the following:

o Add Memo field to pull up Memo field value from Transaction Main Line.

o Add Description field to pull up Memo field value from Transaction Line.

Example:

1. Navigate to Reports > Financial > Balance Sheet Detail report.

2. Click the Customize button.

3. Click the Edit Columns tab.

4. Expand the Financial folder.

5. Click Description.

6. Click Preview or Save after adding a value for the report Name field.