On the Expense Log, click on the drop "Status" drop down in the upper left corner; select "All Open"; then click on the Update button.
Is there
an option to create a report that includes ALL Open
claims?
No. This has bugged me since the day I noticed the "All Open" entry in the drop down box I noted above. Please use the "Help|Feedback" menu option and point this out to the QMEM team again.
Some of the filtering choices allow the user to select multiple items (for example, on the Cost Calculator report, the ability to choose multiple persons/reasons/providers), while others only allow a choice of one item (status and insurance on the same report).
This inconsistency seems to me to be the root of the issue. If multiple choices were allowed on ALL fields, we could construct our own "All Open" report.
Alternatively, if we were enabled to print directly from the Expense Log (akin to a Quicken "register report") we could do the same thing.
db
THINK IT THRU! Have you explained your issue so that someone who knows nothing about you, or YOUR Quicken setup, can understand what your issue is? Are you using standard Quicken terminology, particularly with respect to FILES, ACCOUNTS and CATEGORIES?
There is an option to view all Open claims. Is there
an option to create a report that includes ALL Open
Will this fit your needs?
Click Find. On the Find Expense screen set Status = All Open. Set all other fields = Any. (For the Person field pick a specific person if needed.) Set the desired date range and click Find.
This will give you an All Open report. On this screen, the Print function is active so you can print the Find report if desired. If you use one of the free or low cost "print to PDF" print drivers, you can print to an Adobe .pdf file for archive purposes.
If I understand your question ... this should work.
