Drop Down Selection for Financials - Descriptions (Invoices, Credits, Receipt, Refund) rather than Text Field

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Amber Ledgerwood

• 11 November 2019 00:07

We believe it would be beneficial to update Description field on Financial Transactions (Invoice, Credit, Receipt Refund) to be a "Drop Down Select" Field rather than a "Text" Field. The purpose of this is that many businesses may export the Reports from aXcelerate and then apply this data to Financial Reporting - if the naming is "Text" this enables Human Error and multiple variations of the same Description. A Drop Down would ensure intelligent and consistent data is entered and ability to have more intelligent reporting based on formulas linking to exact wording, rather than having new entries each financial period.

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  Chloe Wilson

  • 11 November 2019 00:17

  Agreed. This would be super beneficial and would help with our reporting to maintain consistency! Would love to see this feature implemented!

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  Gayle Brimble

  • 11 November 2019 19:43

  It would make sense, drop downs would then create better reporting fields and filters. 

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