How to add memo to amortization forecast custom re...
# ask-stanley-ai
a
How to add memo to amortization forecast custom report? All memo and description fields are showing as empty in the results
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AI generated answer (using internal Slack threads):
To add a memo to an amortization forecast custom report, you can use the "memo line = amortization destination/source" method as mentioned in the conversations. This method involves using the memo line field to store and display the amortization information. However, it seems like there is an issue with the "Amortization Fields" on the Journal Entry Saved Search (JE SS) as they appear to be blank. This might be due to the fact that these fields do not get populated even though they are selected off the amortization schedule. For reconciling entries posted by the amortization schedule/template feature, you can use the Amortization Forecast Summary & Detail reports. These reports will show forecast data for anything posted on the amortization schedule, which can help you tie back the originating transaction and line level memo. Please note that if you are using an ARM-enabled environment, the method mentioned in Answer ID 37791 to add the original full value of the line being amortized to the Amortization forecast summary report might not work. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830681443
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823261082
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822948
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