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Unassigned Categories

Unassigned Categories

Postby nessauto » Sat Dec 03, 2016 6:29 am

When I run the report "Category Profit Summary" it comes up with a list of all the catagories and the first one is "Unassigned" Is there a way to find out what invoices or line items are in that account?
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Re: Unassigned categories

Postby Jeff @ Able Auto » Sat Dec 03, 2016 7:57 am

I would be interested as well. I try to assign parts and labor to all jobs. Would like to see what I missed.
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Re: Unassigned categories

Postby ricmorin » Sun Dec 04, 2016 5:37 am

Report Pro has a report that lists unassigned categories AND a tool that can assign categories by a word search.
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Re: Unassigned categories

Postby Pauls Automotive » Mon Dec 05, 2016 5:27 am

I have recently used this tools and it really does a good job. I had lost categories for 3 years worth of invoices. It really made short work of it.
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Re: Unassigned categories

Postby Marnie » Mon Jan 02, 2017 1:16 pm

Hello. I have run into this problem a lot. Here is what I do to resolve it:

1. Use Revenue by GL Report to narrow down the time frame in which the unassigned item was posted. I narrow down my period from month, then week, then day. Sometimes more then one item may cause the unassigned so you might have more then one day to pinpoint. you can match up the totals to ensure you come up with the same number. once you have the day pinpointed remember that.
2.Generate a Posted Order Detail report for that day.
3. Scan the report thoroughly- note that all NOTES are unassigned so you have to look for an item that matches your unassigned dollar figure.
4. record the invoice number.
5. Open and unpost the invoice and find the exact item that is unassigned. When you open the line item the unassigned will show up in your account drop down menu. (should be labour, parts, hazmat etc)
6. change the unassigned to the correct account and repost.
7. I always recheck the Rev by GL report to make sure the item (s) have been added to the correct GL account and do not appear in the unassigned category anymore.

hope this helps,

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Re: Unassigned categories

Postby timbre4 » Tue Jan 03, 2017 6:11 am

Welcome to the forum Marnie and thanks for your helpful post!
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