Class Reports
I track each one of my jobs by class.
I have just tracked a job by Class #100.
On the Profit & Loss by Class report page it stops at class #99.
Wht is the fix to get this to show on my Class Report List?
I track each one of my jobs by class.
I have just tracked a job by Class #100.
On the Profit & Loss by Class report page it stops at class #99.
Wht is the fix to get this to show on my Class Report List?
The most common reasons a class is missing are unassigned transactions, non-posting data, or active report filters.
To resolve this, go to the far right of the Profit & Loss report and look for the Unclassified column. Double-click the amount to view unclassified transactions, then assign Class #100 to each item.
To verify transaction types, ensure you are using posting transactions (Invoices, Bills, Checks). Non-posting items like Purchase Orders or Estimates will not appear on the P&L until they are converted to a bill or invoice.
Additionally, an active report filter is like a strainer. If it’s set too strictly, it accidentally "catches" and hides the transactions you’re looking for. To reset filters, go to Customize Report > Filters > Class. Ensure the filter is set to "All" so the report does not cut off at Class #99.
If you have any additional concerns, please reach out to us again. We’re always here to help.
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