How Can I Force-Itemize Transactions Below the Itemization Threshold?

There are several methods by which you can cause transactions to be itemized on your Compliance reports, even if they are below the threshold for itemization.

1. From the Register
2. From the Entity Record
3. From the Dashboard Transaction Report Module
4. Using Bulk Update

1. From the Register 

• Navigate to Accounting, then Register
• Click the transaction hotdog menu
• Select Force-Itemize Transaction

2. From the Entity Record 

• Navigate to Add/Search Individual or Organization
• Open the record of the intended entity
• Under Transactions, click the transaction hotdog menu
• Select Force-Itemize Transaction

3. From the Dashboard Transactions Report

• Make sure that the Transactions Report is enabled in your Dashboard configuration
• Navigate to the Dashboard and view the Transactions Report module
• Next to the transaction, click the hotdog menu
• Select Force-Itemize Transaction

4. Using Bulk Update

• Click the Reports menu and then click Financial.
• Select the Transactions report from the Report drop-down menu.
• Now, you need to set up a report to isolate the transactions you’re trying to itemize. For example, if you want to itemize five Expenses from April that are $100 each, you’d input Expense as the Transaction Type, $0-$100 for the Amount Range, and April 1st through April 30th for the Date Range.
• Once you’ve set up a report to isolate the transactions, hit Generate. Scroll down to the results and verify that the correct transactions have been isolated.
• If everything looks good, hit Actions and then Bulk Update.
• Click Update again and then click Update Force Itemize.

To see a summary report of all transactions that have been force itemized, use the Force Itemized Transactions report under Reports, then to Compliance Tools.