Transaction Categories Interface and Tutorials

Before transactions can be captured, these steps must be completed:

1. Create a Transaction Type for every transaction needed (e.g. Customer Invoices, Credit Notes, General Journal, Bank Payments) and complete the additional tabs:
   1. Choose the Settings.
   2. Create Statuses.
   3. Create Categories (optional): explained below.
   4. Create rules for copying the transactions and set user access for those rules (referred to as Copy Rules).
   5. Create or import forms (e.g. Invoices) that are applicable to the transactions (known as Output Templates). 
2. Set User Access for the Transaction Type.
3. Add the Transaction Type to a Menu.

Organisations may create as many Transaction Types as they want. 

Navigation: Main Menu > Setup > Transaction Types > Right click to edit any Transaction Type > Categories (tab)

---

• Users can create Categories for reporting and filtering purposes. 
• Categories can be created for Items and for Transactions.

Categories (tab)

---

Buttons Explained

Button	Description
↑ ↓	Navigates between Transaction Types (not categories).
Add/Edit	Allows users to edit the fields or add a category.
New	Creates a New Transaction Type (not category).
Save	Saves any changes (most changes are automatically saved).
Actions	Actions are not applicable to the Categories (tab).
Menu	Settings – User Access – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts)  – Edit Proposal Templates Layout
Copy Categories From	Provides a dropdown list of transaction types that have categories. Replaces the current transaction type’s categories with those of the selected transaction type if confirmed.

---

Fields Explained

Entry	Description
Field Chooser (*)	Allows users to add or remove columns.
ID	A system-generated number for the category.
Code	A short description (Code) of the category.
Description	The category’s description.
Widget	A submenu that is used to Delete the category.

---

Category Tutorials

These tutorials explain how to create, edit, and copy categories.

How to Create a Category

1. Navigate to Categories.
2. Click Add/Edit (button).
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Fill in the details as follows:
   1. Code = Type an abbreviation for the Category.
   2. Description = Type a description for the Category.
5. Click Save (button) or press Tab to automatically open a new row.

---

How to Edit Categories

1. Navigate to Categories.
2. Click Add/Edit (button).
3. Click any field and edit the text.
4. Click Save (button).

---

How to Copy Categories

This procedure replaces the existing categories with those from the selected transaction type.

1. Navigate to Categories.
2. Click Copy Categories From (button).
3. Select a transaction type from the dropdown list of transaction types that have categories.
4. Click Yes (button) on the popup to confirm you want to copy the categories.
5. The changes are automatically saved.