Profit Loss by class

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BeefAustralia
BeefAustralia Member Posts: 39 Reckoner Reckoner
in Accounts Hosted

From today I am unable to filter a profit and loss by class and select the class/s I want

Answers

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff

    Hi @BeefAustralia,

    It seems to be working well on my end. Could you kindly let me know when you were able to generate this report? Has this issue started occurring after the recent update to the new platform?

    Best regards,

    Karren

  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    I use this report all the time and yes as of today since the updates

  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    Here is a snip, the field Class is blank and no dropdown

    image.png
  • Kris_Williams
    Kris_Williams Member Posts: 4,045 Reckon Hall of Famer Reckon Hall of Famer

    does the report show the classes initially?

  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    yes I can pull the report with all the classes

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff

    @BeefAustralia Would you mind trying to perform Verify-Rebuild-Verify to see if that helps resolve the issue?

  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    I have rebuilt the data, I can now put the cursor into the field but no drop down

    image.png

    and by typing in the class with no dropdown I get an incorrect report see below

    image.png
  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    Hi Kiri, I have tried Edge and same result see below

    image.png
  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    ok my humble apologies, I have just noticed that class is listed twice in the choose filter dropdown, I have tried to use the Class at the bottom of the list but there is another Class alphabetically up the top of the list. My error and thankyou all for trying to help.

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff

    Hi Joyce,

    No worries at all. I am glad you have it sorted.

    Best regards,

    Karren

  • John Graetz
    John Graetz Member Posts: 1,591 Reckon Hall of Famer Reckon Hall of Famer

    An interesting observation. In your screenshot of the problem, I notice that the dialogue below, providing a description of the Class field, refers to it as a custom field. That may also have something to do with your problem as I have never heard of such a thing as a custom field before. I don't have such an option available in my list. John L G

  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    I am not sure what the custom field is maybe someone else knows something

  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,111 Accredited Partner Accredited Partner

    Hi there - good pickup to work it out yourself - yes, it seems that you have a custom field setup that is called Class, hence the confusion with the actual class list in Reckon which has the dropdown list.

    If you go to your customer or supplier centre - doesnt matter which one… then double click on any name - and go to the Additional Info tab… then on the mid right - click the button Define Fields - here you will see a list of all the custom fields setup in your file - and they will be allocated to either Customers:Jobs, Suppliers or Employees or multiples of these… the one called Class - rename it to something more appropriate so you dont get this confusion with Reckon's Class tracking in future.

    Hope this helps.

    Cheers Linda

  • BeefAustralia
    BeefAustralia Member Posts: 39 Reckoner Reckoner

    Thankyou will check it out

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