So if I'm running a construction job and want to create a transaction in order to write a check to my plumber, can I assign a category to the transaction (e.g. "plumbing") and a client name as well?
Sorry if this is a duplicate - Macmail never reported it as sent mail.
So if I'm running a construction job and want to create a transaction in order to write a check to my plumber, can I assign a category to the transaction (e.g. "plumbing") and a client name as well?
7 Posted by Russell Warren on 12 Jan, 2012 09:07 PM
I support a non-profit which is required to assign classes (and
sub-classes and sub-classes of sub-classes, etc.). Generally line
items need to be classed in primary classes such as
"Administration", "Programs", and "Fundraising". If "categories"
can only be assigned to a "transaction" and not a line item, this
will not suffice. I would not think "jobs" would be appropriate.
Reports need to be generated with (and without) filters using each
(or multiple) classes. If my client was to obtain AccountEdge, do
you have any solution for this. Incidentally, all non-profits must
use "classes" to adhere to IRS rules and to complete their annual
tax returns (IRS form 990). Thanks, Russ
2 Posted by ray white on 16 Dec, 2011 04:00 PM
You can use jobs or catagories.
Jobs can be assigned to a line itemwhile catagories are assigned to the whole transaction.
Ray White
Certified Consultant
http://www.raywhiteenterprises.com
3 Posted by Brian Abbott on 17 Dec, 2011 02:57 AM
So if I'm running a construction job and want to create a transaction in order to write a check to my plumber, can I assign a category to the transaction (e.g. "plumbing") and a client name as well?
4 Posted by Brian Abbott on 17 Dec, 2011 03:02 AM
Sorry if this is a duplicate - Macmail never reported it as sent mail.
So if I'm running a construction job and want to create a transaction in order to write a check to my plumber, can I assign a category to the transaction (e.g. "plumbing") and a client name as well?
5 Posted by ray white on 18 Dec, 2011 10:10 PM
Yes, you can assign job & catagories to a transaction.
Ray White
Certified Consultant
http://www.raywhiteenterprises.com
6 Posted by Brian Abbott on 21 Dec, 2011 01:11 AM
I'm in. Thanks for your help. --Brian
7 Posted by Russell Warren on 12 Jan, 2012 09:07 PM
I support a non-profit which is required to assign classes (and sub-classes and sub-classes of sub-classes, etc.). Generally line items need to be classed in primary classes such as "Administration", "Programs", and "Fundraising". If "categories" can only be assigned to a "transaction" and not a line item, this will not suffice. I would not think "jobs" would be appropriate. Reports need to be generated with (and without) filters using each (or multiple) classes. If my client was to obtain AccountEdge, do you have any solution for this. Incidentally, all non-profits must use "classes" to adhere to IRS rules and to complete their annual tax returns (IRS form 990). Thanks, Russ