thread No longer able to see invoice # on balance transfer report in Archived Discussions (Read Only)

No longer able to see invoice # on balance transfer report

CelticLass — Mon, 10 Jan 2022 19:08:05 GMT

As of today, I can no longer see the invoice number that was paid and included in the balance transfer. I need to be able to track who paid and when.

Where did this go?

Re: No longer able to see invoice # on balance transfer report

Kassi_ — Wed, 12 Jan 2022 20:50:41 GMT

Welcome back to the Community, @CelticLass

Are you able to see the invoice number through your transactions tab on your Dashboard?

I will keep an eye out for your reply👀.

Re: No longer able to see invoice # on balance transfer report

CelticLass — Thu, 13 Jan 2022 17:17:59 GMT

Yes, I can, but I'd have to go from balance transfer report to transactions and then match up as a guess the time to identify the specific customer. Why now an additional step? I should not have to go through more time to track the info that previously was on the balance transfer report and worked fine.

Re: No longer able to see invoice # on balance transfer report

Kassi_ — Thu, 13 Jan 2022 21:30:30 GMT

@CelticLass -

It looks like the feature is still there, but a little bit deeper into the Balance Report.

Go to your Balances > Click a specific date > Scroll to the bottom. This will list all of the transactions made in that transfer balance. The invoice number will show with the transaction.

Please let me know if you have any other questions.