Enhancements in Account Transactions Report

Enhancements in Account Transactions Report

Hello Everyone,

 

As part of continuous improvement to our reports, today we've made the following enhancements to our Account Transactions Report.

 

1. Support for Multiple Accounts: Instead of choosing a single account, we now made it possible for you to select multiple accounts to generate the Account Transactions report. This will give you more visibility into the information you're looking for.

 

2. Group By: You can group the transactions by 'Account Name', 'Account Type', 'Transaction Type' or even 'Date'  thereby adding more flexibility.

 

3. Additional Columns: When you run the Account Transactions report, you can get additional information like 'Transaction#' and 'Account Name' with every transaction in the report details.

 

4. Sorting option: Easily sort the available data by either the 'Date' or 'Transaction Type' column.

 




We hope these enhancements will help you.

 

If you need more information on the report or have suggestions, please do not hesitate to comment below or send us an e-mail to support[ at]zohobooks[dot]com.



Regards,

Nithya - Zoho Books Team.