Create Non Transaction Summary Report Columns in Custom Reports

I want to pull a column in reports based on account queries that shows the most recent non-transaction journal entry data. Right now the closest field is "Last Journal Entry" but that does not differentiate between transactions and non-transactions. I want to see fields for the most recent Contact date, type, and description. Just like with the other summary fields such as "Last Transaction Date", these should be available to export from custom reports based on any type of query.

  • Nicki Downer
  • Jan 10 2020
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