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PhantomPE's avatar
PhantomPE
Experienced Cover User
2 years ago

ITEMS REPORT

Hi

 

I need a customised report reflecting the items showing their expense account for tracking costs

 

Please help

Rosanne Tee

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  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    2 years ago

    Hi PhantomPE , the quickest option is to export your items to a text file then open it in Excel. Those account fields are included in the export. 

    • PhantomPE's avatar
      PhantomPE
      Experienced Cover User
      2 years ago

      hI Mike

       

      Thank you, I tried to export but i couldnt save as excel and what I could see it did not show the expense acc

       

      Thank you

      • Mike_James's avatar
        Mike_James
        Ultimate Partner
        2 years ago

        Hi PhantomPE , you have to save the file as txt first, then open in Excel. (Or open the text file at the end of the export, using the displayed link, select all the text, copy it, then paste to a blank excel worksheet). 

         

        The expense account is referred to as the cost of sales account.