This can be written either in an account form or a report form. 1. Income Statement 2. Balance sheet 3. Journal Entry 4. Trial Balance

Hello,

I, personally, prefer using the "Account Form" for all entries regarding a certain account that you're assigned to.

"Report Form", in my opinion, is the output form you usually use to report statistics/progress of a certain account, to your superiors. 

All above fields, that you have mentioned (1-4), can be easily tailored into an "Account Form" on your database/CRM.

Hope above helps.