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Customizing Transactions

mherzogmherzog Member Posts: 1

how do I include clients and products that I have created on the transactions?

in Accounting Technical Support

Comments

  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi @mherzog!

    You can't add new columns to the entries on the Transactions page, but you still have a few options. You could have specific accounts created to separate products, vendors or clients, either individually or by categories.

    You could also just add notes in the Notes section for individual transactions, although that won't be immediately visible on the transaction page or in your reports.

    We also do have the an Income by customer report on the Reports, which might also help you give you better insight on your customers.

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