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Expenses by Vendor Summary is exactly the layout I want, but I can't find out how to scope it to only show payments made by a specific credit card (e.g. distribution account or account filter in customize settings)
I'm sure I'm missing it because employers would want to be able to see summary totals for where an employee has been spending money...
And before this comes up, I know I can "Run Report" for the account representing the credit card and group it by vendor BUT I don't really want the transaction detail, its not compact. I don't necessarily want to dive into specific transactions without being able to see the big picture of where someone is spending.
Thanks in advance!
Solved! Go to Solution.
I like how you come up of customizing the Transaction Detail by Account report, cactus.
Currently, that is the only report that we can customize to drill-down the expenses. Aside from the customization you did, I might be able to add a few more to achieve the data you want. Here's how to do it:
With this customization, you can see where the amounts were spend under the ACCOUNT column. You can save the customization or export the data to Excel.
We'll also share your idea to our Product Development Team. They'll take note of it for product updates.
Let me know if you need additional assistance in customizing the report. Have a great day!
I like how you come up of customizing the Transaction Detail by Account report, cactus.
Currently, that is the only report that we can customize to drill-down the expenses. Aside from the customization you did, I might be able to add a few more to achieve the data you want. Here's how to do it:
With this customization, you can see where the amounts were spend under the ACCOUNT column. You can save the customization or export the data to Excel.
We'll also share your idea to our Product Development Team. They'll take note of it for product updates.
Let me know if you need additional assistance in customizing the report. Have a great day!
Thank you James, I look forward to possibly seeing it in an update!
Thank you! Finally Credit Card Transactions by Category
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