>Thanks for your help in figuring out how to track data entry on the
>payments screen. What I would like to do now is run deposit reports
>according to who entered the data on a specific day. Is it possible to
>include the "added by" field from the add payments screen in the deposit
>report script?
>
Yes, but you're not clear on what you mean by "include" the added by
field. There are several possibilities.
- you can sort by the "added by" field so transactions posted by
staff members are lumped together when you print the report. Sort
specs are embedded in scripts. To include this new item, you run the
script, sort again (and the last sort order is presented), add the
"added by field", do the sort. Then edit the script using the
ScriptMaker menu item, and close it without modifying it. You'll be
asked if you want to keep or replace the sort order, and you replace
it with the new one. This is complex and potentially risky, so you
don't want to try it unless you understand how to do the sorts and
script edits.
- you can run multiple copies of the reports, searching each time for
the same date range and a different "added by", so you get a copy for
each person doing the data entry. This is probably the easiest thing
to do.
- you can place the "added by" field on the deposit report. You won't
get summaries by each data entry person, but you'll be able to
identify which person entered each transaction.
--
--
Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
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