I suggest you ...

Allow the "Owner Disbursement" Category to be an "Other" rather than "Expense"

The problem I am trying to solve, is that Owner Disbursements show up in the P&L reports. Owner Disbursements and Owner Contributions are not Income or Expenses. They shouldn't show up in P&L reports.

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Moore, Robert V shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
under review  ·  AdminNathan (Engineering Ninja, Rentec Direct) responded  · 

Hi Robert, that’s a great suggestion. What you can do today is visit Settings, Categories and setup another Owner Disbursement category (name it anything you wish), and set it as type Other. Then use that for your owner disbursements and it should do exactly as you are wanting.

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  • Fairchild, GRI, Will commented  ·   ·  Flag as inappropriate

    I've tried your suggestion, and for me it posted the disbursement under the category "unclassified" expenses, which is somewhat scary to an owner. Is it possible to make a "checkbox" in the settings to not include owner disbursements in the reports? Thanks.

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