Client column in transaction report

robarb

Is there a way to see a client column in a transaction report? With the new Business functionality in QBP 8.0.1 / Mac, this would be very helpful.

jacobs

@robarb In the 8.0 release which added all the invoicing functionality, the developers didn't update existing regular reports to add the new business fields. I would expect to see this in one of the next updates in the near future. (It would also be great if they added functionality to allow printing and exporting the Invoices list view screen.)

In the meantime I wonder if you could get what you're looking for by doing a workaround using the Business Income Statement. Open a Business sIncoem Statement and set the desired date range. In Edit, you can restrict the report to the accounts, categories, businesses, and clients you want included. Then generate the report, and click on the amount for one of the lines of income to open a detail transaction report. This Business Income Statements-Details report does include the Client column. But this workaround is limited if you have a lot of income or expense categories, since you can only drill down into one at a time. If you have just a few income categories, you cold open a Details report for each one, export it, and combine them in a spreadsheet file. Definitely not optimal! Just a suggestion until the developers release more improvements.

Jon

deleted

robarb

On my system, 'Client' isn't one of the options when I right click on one of the column headers

jacobs

@robarb In the 8.0 release which added all the invoicing functionality, the developers didn't update existing regular reports to add the new business fields. I would expect to see this in one of the next updates in the near future. (It would also be great if they added functionality to allow printing and exporting the Invoices list view screen.)

In the meantime I wonder if you could get what you're looking for by doing a workaround using the Business Income Statement. Open a Business sIncoem Statement and set the desired date range. In Edit, you can restrict the report to the accounts, categories, businesses, and clients you want included. Then generate the report, and click on the amount for one of the lines of income to open a detail transaction report. This Business Income Statements-Details report does include the Client column. But this workaround is limited if you have a lot of income or expense categories, since you can only drill down into one at a time. If you have just a few income categories, you cold open a Details report for each one, export it, and combine them in a spreadsheet file. Definitely not optimal! Just a suggestion until the developers release more improvements.

robarb

Thanks, @jacobs! I appreciate the creative workaround. Hopefully you're right that there will be an update in the near future with better business reporting.