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I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500 monitor from Walmart. If I itemize these expenses in this order then $525 will appear in reporting as a keyboard, instead of two separate line items on reports - one for a $25 keyboard and a separate line item for a $500 monitor. This is extremely misleading. Is there a fix for this? Is the only solution to stop itemizing, which is not ideal?

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  • 10 days ago

Hello @Julie

Thank you for posting in our forums. 

We understand your requirement and will be sharing it as feedback with our development team. As a workaround, you can view all line items from itemized expense transactions categorized in the banking section by using the 'Expense Details' report. This report shows all itemized expense accounts under the 'Category' column. For more details on a specific transaction, just click on it to drill down for further information.

Hope this helps. If you need any assistance, please write to us at support[dot]usa[at]zohobooks.com

Regards, 
Naveen | Zoho Books  

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