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).
   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 the User Access for the Transaction Type.
3. Add the Transaction Type to the 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)

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

Categories (tab)

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Top Row Buttons Explained

Button	Description
↑ ↓	Navigates between Transaction Types (not categories).
Edit	Allows users to edit the fields.
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	Menu options are not applicable to the Categories (tab).
Use Categories From	A dropdown list of existing transaction types to use one of their categories. If categories from a different transaction type is used, a link is created. The current transaction type will have no categories of its own. Categories can only be edited on the transaction type that owns the categories.

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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	A Description of the category.
Menu	Click the row in the last column to display an X.Click the X to delete the category.

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Category Tutorials

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

How to Create a Category

1. Navigate to Edit Categories.
2. Click 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).
6. Close the popup with the X in the corner.

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How to Edit a Category

1. Navigate to Edit Categories.
2. Click Edit (button).
3. Click any field and edit the text.
4. Click Save (button).
5. Close the popup with the X in the corner.

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How to Use Categories from Another Transaction Type

1. Navigate to Edit Categories.
2. Click Edit (button). 
3. Select a Transaction Type next to Use Categories From.
   • Note: If you use categories from a different transaction type you cannot edit them. The categories can only be edited from the original transaction type for which they were created.
4. Click Save (button).

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