Include Notes on Unallocated Transaction Reports

Release 6.2 introduced the facility to record notes against transactions; Release 6.5 adds the facility to include these notes when outputting the Unallocated Transaction reports to Excel. In addition the Disputed Transaction listing can also include the Reason for Dispute flag introduced in this release.

Each Unallocated Transaction report listing adds the option, if configured to record transaction notes, the option to Include Tx Notes (Excel Only). The Disputed Transaction listing also includes the prompt Include Dispute Notes (Excel Only) when the reason for dispute flag is configured. Note that whilst the prompt includes the text ‘Excel Only’ this is used as shorthand and if using OpenOffice and output to the Calc spreadsheet program these notes will be included.

Installation

Once the options to record notes (see 6.2 supplement for more details) or to record the reason for dispute (see earlier in this supplement) are configured then the options to include these notes when printing the unallocated transaction reports are automatically available and no further configuration is required.