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show expense category in reports
How can I view tax-deductible Expense Categories in my Expense Reports? I'm using the EvenLess level.
I’m confused
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Inappropriate?We need to add a chart of accounts report to this package. I'll submit this ticket today. I apologize for the confusion.
I’m thankful
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Inappropriate?I am in the “More” level and I don't see this feature either. It would make sense to be able to export expense reports with Expense categories.
I’m disapointed
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This answers the question
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The Less Accounting Package and the More Accounting Package has a "Chart of Accounts " report which is a break down of expenses by expense category. -
Inappropriate?Yes, I see that. However it is more useful to have the "Expense Categories" detail breakdown with the Account Summaries export. The Account summaries currently shows the category on the website, but when the page data is exported it doesn't have a column for it. If you guys can simply add that column on the website to the export data that would be great.
I’m hopeful
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This answers the question
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I needed to export my expenses with “Expense categories” assigned to them in a data file. I am able to do it via the “Paid Receivables”. Ideally it would be great if the “Account Summaries” also included a column for expense categories. It does on the webpage, but not in the exported data. For now I am providing my accountant both the “Account Summary” with the additional “Paid Receivables” data file. If you were able to export the expense category column in the Account Summary it would have everything. Hope that makes sense.
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Inappropriate?Fortunately, I can export the Paid Receivables with the Expense Category. It would just be great if you were able to add the Column in the Account Summarry.
I’m thankful
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Inappropriate?Thank you prototypesyndicate for your collaboration on this. My thoughts exactly.
Thank you Allan for your response.
I was thinking it would be ideal to have preset filters for the various tax-deductible Expense Categories in the reports. This way I can see (and provide to my accountant) each category for my Profit & Loss statement.
I’m thankful, hopeful.
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this answers the question
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