Categories — how to include and exclude from Food Reports and P&L
Control which categories appear on your Food Reports and Controllable P&L by toggling them on or off in the Categories page.
You can control which categories show up on your Food Reports and your Controllable P&L. This is useful when a category (like Beer or Direct Operating Expenses) should appear on one report but not the other.
Go to Accounting > Setup > Category Accounts Mapping. You’ll see a table of all your categories with columns for Food Report and P&L, each showing Yes or No.For example, you might see Beer set to “No” for Food Reports (excluded) but want to include it. Or Direct Operating Expenses set to “No” for Food Reports but “Yes” for P&L — meaning it shows on the P&L but not on food-specific reports.
Step 1. Click the Food Report or P&L column for the category you want to change. A dropdown appears with Yes/No.Step 2. Select Yes to include or No to exclude, then click Save Changes.That’s it. The change takes effect immediately in your reports.
Categories set to the Labor category type are always excluded from Food Reports — you can’t change that. This makes sense since labor isn’t a food cost. Labor categories can still appear on your P&L.