Categories List - use/reporting
We use the Categories List to run reports by office. Is it possible to have more that one type of reporting category eg Office & Department? Also, with the Catelgories P&L, is it possible to e...
Forum Discussion
Hi Luco
While you can create multiple categories through Lists>>Categories. Transactions can only have one category added to them. If you are needing multiple categories you would need to split the transaction up by category and then record those individual amounts separately.
Budgets can only be entered for accounts or jobs. You are not able to enter a budget value for a category.
