Financial control > Tracking financial information > Categories
You cannot allocate a category to: Pay Bills, Receive Payments, Prepare Bank Deposit, Settle Returns and Credits/Debits, and Pay/Receive Refunds. When entering these transactions, the categories assigned to the original transactions will be used when the new transaction is recorded. For example, the categories assigned to purchases showing in the Pay Bills window will also be assigned to the bill payment.
To enable allocation of categories
1
Go to the Setup menu and choose Preferences.
2
Click the System tab.
3
Select the Turn on Category Tracking option. If you want to make the selection of a category mandatory for all transactions, choose Required from the adjacent list.
To create a category
1
Go to the Lists menu and choose Categories. The Categories List window appears.
2
Click New. The Edit Category window appears.
3
In the Category ID field, type a code that will be used to identify the category and press Tab.
4
In the Category Name field, type the name of the category.
5
In the Description field, type a description of the category or notes relating to the category.
6

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