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Selected transactions report Expand / Collapse
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Posted 5/09/2009 7:28:37 PM
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Last Login: 30/12/2011 3:51:35 PM
Posts: 31, Visits: 183
Hello

When I send the details of my SMSF to my accountant at EOY there are occassionally a set of transactions that I would like to make the accountant aware of, ie. it is the transaction set (as opposed to the individual transactions) which is important.

Would it be possible to add functionality to the Report Tool --> Transactions reporting capability such that I could specify explicitly a set of transactions to be included in a report.

Thanks
Bryan Lovquist
Post #4370
Posted 6/09/2009 6:32:33 PM


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Last Login: 26/07/2017 11:15:18 PM
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Hello Bryan,

Good idea.

I will forward your request to the appropriate person and see if it can be included in a future update. We will let you know via another reply here in the coming weeks if it will be included.

Regards,

MySF
Post #4372
Posted 13/05/2010 8:15:39 PM
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Last Login: 30/12/2011 3:51:35 PM
Posts: 31, Visits: 183
Hi

It is coming to financial end of year, which is when I would need this functionality. Has any progress been made?

Thanks
Bryan
Post #4567
Posted 16/05/2010 10:39:47 PM


MySF Administrator

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Last Login: 19/06/2015 3:22:19 AM
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Hi,

Yes, this feature has been added and will be included with the next update. You will be able to select any transaction in the Transaction Reporter screen and click on a Print button to print it as a report.

Please note that the Year End already produces a transaction report which includes all of the transactions created as part of the year end rollover.

Regards,

MySF
Post #4571
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