I need a list that would have the Check #, Check Date, Invoice/document #, transaction description, document date, Vendor #, account #, Debit or Credit Amount. We would also need to include items paid by credit card.
Can you advise of any simple way to create such a list? I was not able to use Smartlist and get any check #’s to pull into the lists. There was one or two Smartlists that have the other information but not the check #.
We do have smartlist builder. If I need to create a new smartlist, what would the tables I need and what type of join would be needed.
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