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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Can we create a billing schedule report that includes the memo on the transaction line?

in Ask A Guru 11 comments

I am able to create the billing forecast report, but is it possible to list the transaction line item description, so we can clearly tell which line is for which and confirm the amount allocated for each month is accurate.

tried to use analytics workbook, have not tried saved search; so far, this is the best i can get


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