New Report Structure
- July 2, 2023
- 2 replies
- 2 views
I had a custom report that I cannot seem to create in the new report menus. Every transaction report or expense report adds the payment account versus the account in chart of accounts. See in my example my old custom report that I can no longer edit...I have expense account. It list what chart of accounts account that expense belongs to. The only account field I can find on the new reports puts like credit card or bank for that selection. That is not what I need.
I need this for workman's comp since the class codes from Timesheet don't come over. Payroll only shows the single class code assigned to employees in payroll settings. The employees have to put in the class code for the service they are performing so I am using "class" on the timesheets. I was able to pull a report that I could filter the account to just payroll and cost of labor.
Then the other columns had:
customer full name which translates to project name
Date
Employee Name
Class
Amount (it would break out a payroll check wages by customer full name)
Am I overlooking it?
I REALLY do not like the new custom reporting and it is not because I was used to the old one. You can't see quickly what columns are selected and the way you have to filter to find your column seems difficult.
Any help would be greatly appreciated.
Already tried calling and that was a nightmare.