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Memo

A memo is a note to yourself that you enter in the Memo field of a transaction. You can limit a report to show only those transactions that have a specific memo.

To include

Do this

One memo only

Enter the entire text of the memo.

Several memos

Enter a word or phrase common to all the memos.

Example: As a contractor you use the memos "Installation labor" and "Framing labor" on invoices. To limit a sales report to all invoices that include the word "labor," select the Memo filter and enter labor in the Memo field.

KB ID# H_RPT_FILTER_MEMO
12/5/2016 12:28:57 AM
PPRDQSSWS404 9138 Pro 2017 d56b54