When you print this report, it shows generic descriptions of the GL entries from the various modules. Is it possible to use the same (or combined) description(s) used in the source module. For example, when you print this report, it shows Progress Billing #1. You click on it and it takes you to the GL record where its grabbing the description. Then you have to click on Go To Source to see the actual description of the progress bill (which might say PAY REQUEST).

This is the same for Time & materials receivable invoice with the exception that you cant go to source (hence why it is printed).

My suggestion would be to either combine the descriptions from source module and the GL description or use the source description. Not sure how to add description for T&M as it doesn’t have one in the setup. This would save time finding out what the invoice was about and you don’t have to go changing the description every time.

by: Richard K. | over a year ago | Accounts Receivable