Requesting simplified statement of transactions - Is there any demand for it among other users

BMWEnnis — Mon, 02 Mar 2026 20:20:43 GMT

I have requested the ability to generate a bank-statement-like document with minimal information simply stating

1) monies received - client/customer name date of payment

2) transfers to bank - date, transaction ID and amount of the transaction

3) Fee invoice deductions - Including Invoice number and amount

4) A column showing a running total

Date	Reference	Transaction ID/Particulars/Payees/fee invoice	Transfers to bank/ Fee Invoice amount	Payments received	Running Balance

Each report I have requested so far gives too much information and not in an easily accessible layout.

I have addressed this query to Customer Service, and hopefully it will get a result.

If there is a demand from a number of customers this will be more likely. Please indicate your support for this request.

Brigid Walsh Byrne

Re: Requesting simplified statement of transactions - Is there any demand for it among other users

Donnie-M — Mon, 02 Mar 2026 21:38:04 GMT

@BMWEnnis So you want something like this that you can just pull up in square?