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