Add line item memo field of transaction in the Income Statement Report

Scenario
The client wants to add the line item memo field of the Journal entry in the Income statement Report

Solution
Memo fields are useful in showing the transaction details or notes entered by the user.
Go to Report> Financials> Income Statement> Customize

under the edit Column tab. In the Add Fields section, expand the Transactions folder. Select Description or we can use ‘message‘ to pull up the memo field value from the transaction line item.
Then click save

For the journal entry, the report shows the line item memo details. For other transactions like Item fulfillment, Bills, invoice, etc the column description shows the GL impact line item memo details

Leave a comment

Your email address will not be published. Required fields are marked *