Hi
I want to export data (using the export data button) but including the tag description. Is this possible?
Many thanks
Hello @Ken_Abbott
This is not possible unfortunately.
The reason for this is that one transaction could be tagged to multiple invoices. For example, you could issue 20 invoices to one client and they could pay you in 1 pay run. This means that one payment would have 20 invoices associated with it. As you can imagine, this could be tricky to show in one export.
You can get allocation information by looking at the below
- Sales > View Payments
- Purchases > View Payments
You can also use the search function under Reports > Chart of accounts > select bank code.
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