Category reporting

Question

We have recently started using category reporting to better allocate expense items across business units. However we haven't made this a compulsory field as we do not want to allocate transactions through the bank account etc (it seems to be an all or nothing option rather than applicable to sales and purchases only).

Is there a report you can run to check that all sales and purchases entered have been allocated to a category? We are definitely not allocating everything due to the sheer volume of transactions and the fact it is a new process so it would be good to find out what is being missed so we can correct it.

(Also did you know that you can't go back and add a category once a purchase has been paid and closed? That seems to be a small bug?)

Thanks.

katebradfordnz · Answer

Could I get a response to this please MYOB Support?&nbsp;Tracey_H&nbsp;Steven_M&nbsp;

steven_m · Answer

Hi&nbsp;katebradfordnz&nbsp;
&nbsp;
To my knowledge, there is not a report that will provide a list of all transactions that don't have a category assigned to them.&nbsp;However, below is how I would obtain that list:

Go to Reports&gt;&gt;Accounts&gt;&gt;Transactions Journals and run the General Journal report
Firstly, update the Source Journal filter to be All and a suitable date range
Add in the Category Name or ID field using the Insert/Modify&gt;&gt;Show/Hide option. This will add in that category assigned to that transaction to that report.

It would then be a matter of viewing all the transactions that don't have a category listed. Alternatively, send it out to Excel for additional filtering or sorting.

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Category reporting

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