Customizations either not available or impossible to find
under review
M
Michael Barca
This seems to be a problem across many reports, but here is a simple example. I want a transaction report showing all money leaving a checking account (credits). This is a couple of filters and sub-total by Name. Think I can do it? Nope. Could have done it in 5 seconds in Classic. The closest I get is a transactions report that I can send to Excel and sub-total by name. What a waste of time. Not to mention it took me 45 minutes just to get that far.
J
Jade Triton
We are also no longer to pull a report showing tax IDs for vendors, so importing that information into a 1099 filing platform (that handles all state 1099s) is extremely difficult.
and all 1099 reports are apparently being retired now?
The status was updated to
under review