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Sep 19, 2023 11:07 AM UTC
Question

Can I run a report for tracking classes in bills, using the "Category Details" and not the Item Details?

The report Purchases by Class Details take the data from the Item Details only, it seems? So why there is a field class in the "Category Details" . I do not use Items details so it seems that I can not use classes?
Thanks in advance

1 reply

Sep 19, 2023 1:47 PM UTC

Hello and welcome to the Community, carmine-marotta-

 

The purchase by Class Detail Report only draws information from the Item Detail section when creating a Bill or Expense. For this reason, Bills/Expenses that only have data entered in the Category Details table will not post to the report. 

 

This is working as designed, and the suggestion would be to edit Bills/Expenses to use products/services instead of direct expense accounts, or use a different report (such as the Profit and Loss by Class) to see a break down of expenses by class.