[GNC] How to update Description info in Payment Field of Customer Report?

[Adrien Monteleone]

Sorry, forgot that detail.

I’m not editing in the AR register. (generally, you should not do so)

I clicked the ‘payment’ link in the Customer Report. This opened my asset register that was used as the transfer account when I processed the payment. In this case, it was an Undeposited Funds account because they paid with a check. I edited the memo there.

Note, you *can* edit in the AR register, though it is not advised. If you really want to do the edit there, be sure to put the ‘description’ you want in the `memo` field of the non-AR split. (the transfer account you received the payment to) It will still show on the Customer Report.

If I’m not mistaken, I think the bug report I mentioned covers this issue with the AR edit not showing up on the Customer Report. (it also duplicates the same info in the Notes field - overwriting what was there, and vice versa)


Regards,
Adrien

> On Jul 12, 2019, at 11:28 AM, L. D. James <ljames at apollo3.com> wrote:
> 
> Which screen did you go to for performing the edit?  That's most likely the key, editing the "Memo".  I was editing something different.  I was editing from the "Accounts Receivable" screen.  It has a memo field.  If the field is empty it says "Memo".  Making a change there doesn't show up on the Customer Report page, even after a refresh.  They start out the same but becomes different if you make an edit there.
> 
> Can you tell me how to get to the screen where you make an edit and the change can be seen in the Customer Report page?
> 
> I'm still studying your method to see what I'm missing.
> 
> Thanks.
> 
> -- L. James