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A report displays the Customer:Job name instead of the Payee name

A report displaying Bills, Checks or Credit Card Charges, shows the Customer:Job name instead of the Payee Name.

Why this is happening

The report is displaying the Target name in the Name column. In Bills, Checks and Credit Card Charges, the Target name is the Customer:Job name in the Bill To column. To show the Payee name, which is the Source name, add the Source Name column to the report.  

Detailed Instructions

To add the Source Name to the report:

  1. Click Customize Report.
  2. Click the Display tab.
  3. Under the Columns heading, add a checkmark next to Source Name.
  4. Click OK.
  5. If the report does not update automatically, click Refresh.

The report will now show both the Customer:Job (target name) and the Payee (source name).




KB ID# HOW20020
4/24/2017 7:42:12 PM
QYPPRDQBKSWS09 9138 Pro 2017 8276e8