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September 19, 2023
Question

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

  • September 19, 2023
  • 1 reply
  • 0 views
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

September 19, 2023

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.