CPA since '92, current license. Incurable math and data geek. Always playing in the math sandbox... in search of client solutions... that were needed yesterday. Have used/trained on: Cognos Impromptu, Costpoint, Deltek GCS Premier, Excel, GMS, Informatica data integration, JAMIS, NetSuite, PROCAS, Quickbooks, Quickbooks Online (QBO), Sage/Intelligence, Sharepoint, Unanet, Xero.
@thekongorganizat,If you mean all transactions, here's how:1. Reports > Transaction Detail by Account2. For Report period, choose Last Year.3. Run report.
@byrdsofafeather,You're already all set... legal and professional services are typically for paying people that you hire to perform those services, not platform...
@Eve2019,For software platform and app subscriptions, I think Dues and Subscriptions is more precise. Computer expense is more for hardware. Internet is closer ...
@katie82,You may need to use the Transaction Detail by Account instead, to sift modification activity to the top, and determine if any accounts have had several...