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Author Topic: Adding new items to a Bookkeeping Transactions Report template  (Read 831 times)

mkpinformation

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Adding new items to a Bookkeeping Transactions Report template
June 29, 2011, 02:47:23 pm
Hey Folks

First let me admit that I find it just bizarrely strange that the default Bookkeeping Transactions Report does NOT include accounting codes.  That just boggles my tiny tiny mind  ???

That said, I've tried to now create a customized version "Create Report From Template" but all that is available is the reduction of scope of the default report, not the addition of items such as accounting code.

How does someone TRULY customize these reports, or create them from scratch to include what our money guys need?

During the User/Admin training I attended in Chicago this March, we were told that these reports could be customized AND exported in either CSV or QBF - I've yet to find *anything* that smells like QBF or other quickbooks integration - but in the meantime if I could simply create a report that contained basic journal entry data that our bookkeeper could then import, I would be a very happy camper.

Any help?

Thanks
Keith, the tiny-minded administrator-type-person
Keith Jarvis
MKPUSA Administrator Dude

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Adding new items to a Bookkeeping Transactions Report template

This forum was archived on 2017-11-26.