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.
Article ID: 14
Created On: Fri, Jun 8, 2012 at 10:44 AM
Last Updated On: Mon, Jun 19, 2023 at 4:12 PM
Online URL: https://kb.datafile.co.uk/article/include-notes-on-unallocated-transaction-reports-14.html