We are disappointed to share that we will not be able to offer a Catalina-compliant version of AccountEdge - now or in the future.

IMPORTANT NOTICE FOR MAC USERS

We are disappointed to share that we will not be able to offer a Catalina-compliant version of AccountEdge - now or in the future. Read more.

  • Section: Reports & Forms
  • Last updated: June 27, 2019, 6:35 p.m.

Card Filter on Accounts Reports

The "Account Transactions" report has the ability to be filtered by card.

The "Card" filter on the Accounts Transactions only works when for the side of the transactions the Card is associated to.

So, for instance, if you customize the report to filter by a customer card and an income account then it won't show any information.

If, on the other hand, you chose to run the report for "Accounts Receivable" and filter by a customer card, it should show sales transactions. This is because the Card is associated to the A/R account and not the income.