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What is the category report?

The Category Report is a report that shows you your purchases within the date range you select by Invoice and Category Totals You can also click on any invoice to see a product level breakdown. You can also use the report to view and download invoice images individually or in bulk. For more on that feature of the report, check out this article on the topic.

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Where do you find the category report?

You can find the Category Report by going to Performance > Category Report. What options do I have when viewing the report? Date Range: You have the option of selecting from the preset date ranges of the current period, previous period, current year, previous year, or a custom date range. When using the preset periods, the date ranges will align with the accounting periods as they are set for your restaurant unit. All Invoices/Only Complete Invoices: By default, the report shows you only invoices in Approved and Needs Review status (invoices which have completed processing), but you can change the option to also include invoices in other processing statuses. Keep in mind that when viewing “All” invoices, the coding may be incomplete and subject to change as the invoices finish processing. All Invoices/Only Complete Invoices : By default, the report will show you only invoices in Closed and Pending Approval status (invoices which have completed processing), but you can change the option to also invoices in Image Pending, Final Review, and AM Review status. Keep in mind that when viewing “All” invoices that the coding may be incomplete and subject to change as the invoices finish processing. Garde Categories/Accounting Categories: By default, the report shows data according to the coding of Garde Categories, but you can also shift the report to display the Accounting System Account instead. Garde Categories/Accounting Categories : By default, the report will show you all data according to the coding of Garde Categories, but you can also shift the report to display the Accounting System Account instead. For more on the differences between Categories, Category Types, and General Ledger accounts, check out this article on the topic. View Invoices: This button allows you to view invoice images. For more on this feature of the report, check out this article on the topic.

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How do you read the report?

With its default settings, you can see every invoice with invoice number and Vendor Name, processing status, Accounting System Sync Status, Invoice Total, and Category totals. The sum of each category for the date range will be displayed at the bottom of the report.

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Digging deeper

Digging Deeper Clicking on any invoice will show you each line item and how it was coded, as well as showing you how your miscellaneous charges were distributed. You can also see the Order page for the invoice and view the invoice image.