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Jodi NME

Change Report Bank Statement

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Posted By

Hello,

I want to change the order my bank statement appears in, i.e. rather than being in transaction no. order I want it to be in date order.

I have manager to edit the bank statement layout but when I click the statement button, it does not give me the opportunity to select the statement style, it just runs the original report in tranacation number order. When I click edit on the preview panel, I can adjudt the layout but I can not save the change to this file, I have to "save as.." so i do not overwrite the statement report layout.

Thanks,

Jodi

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    If you edit the layout of a standard report, you can't overwrite it - that's a safety feature. So you will have to save the file with a different name. The Statement button on the ribbon on the bank screen will only run the pre-defined layout, but if you go to Reports instead, you should find your amended layout in the "My bank reports" section.

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  • 0

    If you edit the layout of a standard report, you can't overwrite it - that's a safety feature. So you will have to save the file with a different name. The Statement button on the ribbon on the bank screen will only run the pre-defined layout, but if you go to Reports instead, you should find your amended layout in the "My bank reports" section.

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