Showing All Categories (or None)

Problem

it's showing all Categories in a list, whether or not they are 'subcategory only'.
It's showing no subcategories, while using Goldenseal job cost accounting software.

Diagnosis

Explain that the list of categories is determined by the Category System.

Where does it get the cat system?

  • Estimates & some other records have a Category System field, so that is it.
  • Expenses get categories from the Job Account (or if no system there, from the main account).

Solution

They probably don't have a category system.
1. If there's a Category SYstem field, enter one.
2. If no Cat System field, cat system is determined by the job (expenses) or main account. They'll need to enter an account, and give that account a category system.

Comments

Entered 6/28/01 by Dennis. Updated 11/7/2010.