Insert Field Settings into the Expense Statement and eSign it in minutes

Aug 6th, 2022
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How to Insert Field Settings into the Expense Statement

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this is Jason from the QuickBooks team QuickBooks has some great features to help you keep track of your expenses lets go over the options and settings that let you see your profitability from different angles such as by project or for your business overall well go over your options for tracking expenses and also turn on purchase orders to get started go to settings and select account and settings then expenses these are all your expense settings showing the item table on expenses is only needed if youre using QuickBooks to manage your inventory and want to mark an expense bill or check as an inventory purchase check this box to track expenses per customer or project this is a great feature if your business works on a project basis and if you do see the video at the end to learn more about tracking your expenses and profitability by project this check box lets you charge customers for expenses related to the work youre performing for them if you want to charge customers a markup on

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The Value Field Settings dialog allows end-users to change the calculation and display settings for the PivotTable data fields. End-users can invoke this dialog by doing the following: Select any cell in the data area; Right-click it and select Value Field Settings in the context menu
Select a field in the Values area for which you want to change the summary function of the PivotTable report. On the Options tab, in the Active Field group, click Active Field, and then click Field Settings. The Value Field Settings dialog box is displayed. The Source Name is the name of the field in the data source.
Change PivotTable Calculations Click the Active Field button on the ribbon. Click Field Settings. The Value Field Settings dialog box appears. From here, you can select calculation options including Sum, Count, Average, or Max, among others.
There are several ways to open the Value Field Settings dialog box: If you have multiple fields in the Values area, double-click the heading for any value field. Choose any number in the Values area and click the Field Settings button in the PivotTable Analyze tab of the ribbon.
Add a calculated field Click the PivotTable. This displays the PivotTable Tools, adding the Analyze and Design tabs. On the Analyze tab, in the Calculations group, click Fields, Items, Sets, and then click Calculated Field. In the Name box, type a name for the field.
Field Settings on Excel Ribbon On the Ribbon, click the PivotTable Analyze tab. At the left end of the Ribbon, in the Active Field group, youll see the name of the active cells pivot field. Below that field name, click the Field Settings button, to open the Field Settings dialog box.
There are several ways to open the Value Field Settings dialog box: If you have multiple fields in the Values area, double-click the heading for any value field. Choose any number in the Values area and click the Field Settings button in the PivotTable Analyze tab of the ribbon.
In the PivotTable, right-click the value field you want to change, and then click Summarize Values By. Click the summary function you want. Note: Summary functions arent available in PivotTables that are based on Online Analytical Processing (OLAP) source data. The sum of the values.

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