How do I filter for Transactions that Need Details?

This article will show you how to find transactions that still need to be coded to an expense or revenue account.

1. Navigate to the side menu and select Account Register from the Accounting tab.

2. Select the desired Account Register from the drop-down box, as well as the desired date range. Click on More to see additional filters, and click on Needs Details Only. 

3. Now you’ve got a view of transactions that are missing details and need to be assigned to an expense or revenue account. Any transaction with the icon  indicates that it still needs details. 

You can also find this information in the Income Statement as well: 

1. Using the navigation menu on the left-hand side, select Reports, Accounting to access the Financial Reports screen. 
   
   
2. Expand the Cash section. Click on Income Statement.
   
3. The Entity can be selected and As of Date entered.  If these are changed, click on the Update Report button to have the report reflect the changes.
   
   
4. Click on the underlined number for “Uncategorized Revenue” or “Uncategorized Expense” to view the list of transactions within those entities that need details
   
   
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