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bailey8904
Level 3

Transaction Report for operating bank account has "not specified". If you drill down the class has been selected. Can this not be filtered by class?

 
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Best answer November 23, 2020

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Charies_M
Moderator

Transaction Report for operating bank account has "not specified". If you drill down the class has been selected. Can this not be filtered by class?

Nice question, bailey8904.

 

You can customize the columns of the report to exclude the Class from your Transaction Report for operating bank account. This can be done by following the steps below:

 

  1. Go to Accounting and choose Chart of Accounts.
  2. Select a bank account, then click View register.
  3. Click the Settings icon from the report.
  4. Under Columns, uncheck the box for Class and Locations.
  5. Click anywhere to save changes.

You might want to visit these links about the reconciliation process for your next step:

 

Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

View solution in original post

1 Comment 1
Charies_M
Moderator

Transaction Report for operating bank account has "not specified". If you drill down the class has been selected. Can this not be filtered by class?

Nice question, bailey8904.

 

You can customize the columns of the report to exclude the Class from your Transaction Report for operating bank account. This can be done by following the steps below:

 

  1. Go to Accounting and choose Chart of Accounts.
  2. Select a bank account, then click View register.
  3. Click the Settings icon from the report.
  4. Under Columns, uncheck the box for Class and Locations.
  5. Click anywhere to save changes.

You might want to visit these links about the reconciliation process for your next step:

 

Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

View solution in original post

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