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

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 

 

 

DateReferenceTransaction ID/Particulars/Payees/fee invoice

Transfers to bank/

Fee Invoice amount

 

Payments receivedRunning 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

 

 

 
 

 

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Square Champion

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

 

Screenshot 2026-03-02 163718.png

 

 

Donnie
Multi-Unit Manager | Founder, Table & Ledger
tableandledger.com

Square AI Champion | Using Square since July, 2017

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." - Z.Z.

"AI doesn't replace your judgment. It gives your judgment better information to work with."
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