Show distribution in GL reports

We often have expenses distributed to more than one project code, but currently when running a GL report it shows only one. There needs to be a distinction between how the amounts are split in the report without having to click into the invoice.

  • Guest
  • Feb 7 2017
  • Already exists
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  • Jennifer Kurtz commented
    6 Oct, 2017 12:22am

    I think that when I run my reports, it is listed on separate lines.  I'll run it with project ID as report column and they do show separately.  Could it be a report setting?

  • Leigh Schaefers commented
    26 Sep, 2017 01:27pm

    I agree this is needed.  I work for a community foundation so we use project IDs on every transaction.  Having to work around this issue is time consuming.  For example, I ran a pivot table of expenses by project ID and could not find a way to make the distributions reflect correctly.  I even worked with a customer support associate who said it wasn't possible. I ended up having to manually key information.

  • Marc Seleman commented
    8 Feb, 2017 07:46pm

    Specifically which report are you trying to run?  If it is a General Ledger report, that report, by definition, is by account number, not project ID.  It may be the type and there may be a different one that will give you what you are looking for.