# Transfer the SO Name to the Invoice in Order for it to Pull Into a Report

**URL:** <https://community.striven.com/t/transfer-the-so-name-to-the-invoice-in-order-for-it-to-pull-into-a-report/3053>\
**Category:** Financial Reporting / Other Canned Reports\
**Created:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/transfer-the-so-name-to-the-invoice-in-order-for-it-to-pull-into-a-report/3053 "2026-02-03T12:25:46Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![StrivenAdmin](https://avatars.discourse-cdn.com/v4/letter/s/c68b51/32.png) [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Post date:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/transfer-the-so-name-to-the-invoice-in-order-for-it-to-pull-into-a-report/3053/1 "2026-02-03T12:25:46Z")

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Name of Feature/Request: Transfer the SO Name to the Invoice in Order for it to Pull Into a Report

What financial, time savings, or quality of life improvements will occur from this: I need a report that has quote number, quote name, invoice number, payment details – all in one. I currently run an invoice transaction report, a payment report, and a quote transaction report and use VLookups to get the information on one report. | Frequency: Every invoice created | To be able to track invoices created by employees.

Attempted Solutions So Far: Gave embed custom URL with report that gives invoices created by employees in her system

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Gave embed custom URL with report that gives invoices created by employees in her system

StrivenID: 4090503