![]() ![]() Make them Two Sided and use them on the purchases and the sales, on Estimates, etc. Two Sided = Service, Noninventory and Other Charge Item Types. Once you made it a Service item, it cannot be changed to another Item Type. "Also, do you know how to change an item that is showing as a "service" to a "non-inventory part"? When I try to edit the item, it won't let me change the item type." Otherwise, it is Not Billable, such as you have a Fixed Bid agreement. Mark it Billable if you intend to select it using Add Time & Costs. Job Track if that is direct for one specific Job. Link the left side to Job Materials Expense. So Any suggestions as to why those expenses are still showing up under "No Item"?" I also have an item called job specific materials which is a non-inventory part, that I use to show charges for materials purchased when invoicing my customers. "For instance, I use an account called job specific materials for materials purchased for a specific job. You need them to be Two Sided, and the left side has the Box to Checkmark. "However, some of the items that are showing up under no item are already categorized as non-inventory parts." You need to be using Items on the Items tab. This means you posted Cost info on the Purchase transactions on the Expenses tab. ![]() "where almost all expenses show up under "No Item" in my job costing reports."Įdit Checks, Credit Card Charges, and your Bills. ![]() Sales by Item Detail, Item Profit, Job Profitability Detail will all show this. I have shown this and described it.īad thing) or drill down to the level of detail then need. You summarize the "day's take" as Sales Receipt and list the Gift Wrap item, and Sparkles Sold and the Big Bows, with qty, and you might also be listing a regular Donation item here the customer name top left is this Event Name from the Customer Center.Īnd they can use the item when they restock on Bows, Sparkles and Glitter, and Job Track those purchases to show they specifically apply as a cost of the Event as Customer Name. Wrap" and then use the memo field to put in as much or littleįine. ![]() They had asked to be able to see individual items they had purchased "They wrap gifts at the mall for donations. You use items to control the flow of data to the accounts. Is for a non-profit and I am doing a demo on using customer/job for I showed what the Transaction Detail reports would then look like, for you. To see that, you would double-click on any value and zoom in. I have included report images that show how your expectation of "Job Profitability Detail" still is a Summarized by Item Name reporting no memo is seen here, because there is no Row Detail from transactions being reported here. You want to avoid manually typing freeform text every time, if these things are "just like the other one" and an Item (or Subitem) does that work for you. " They will just have to create ITEMS for all the items they wish to purchase and track. Job Profitability Summary and Detail both are not "here is every specific thing that happened" = transaction detail report, as individual rows data. The Memo vs Description Detail that you are seeking is only going to be seen in a Transaction Detail report = each row is the one line item. "not showing up on any of the detail profitability reports."Īlthough the title includes "detail," that specific report still is Summarized by Item. ![]()
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