smileykylie1982's avatar
smileykylie1982
Trusted User
27 days ago
Status:
Open

Add ability to filter detail items by category in Coding Report

There is a filter on the coding report that allows the selection of categories.

This works for filtering header records only, and "category" simply relates to the header accounts shown in the report.

 

What would be more useful is an ability to filter the selected accounts' detail records by category as well, so I can determine which category transactions for an account were allocated to.

 

this would allow, for example, to filter transactions on my main bank account that were allocated to owner/shareholder drawings, insurance, vehicle maintenance, or any other category for that matter.

 

This seems as if it might have been the original intention of the report when considering the column headings, but category filtering was not included for the detail records, only for the header records.

 

Thank you,

 

Kylie.

1 Comment

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    19 days ago
    Status changed:
    New
    to
    Open

    Hey smileykylie1982

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.