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other_stuff:transaction_categories [2019/11/29 16:40] – Gary Willetts | other_stuff:transaction_categories [2024/01/15 06:13] (current) – [26.06. Transaction categories] Mark Glover | ||
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Categorising transactions allows you to group transactions together when reviewing or reporting them. Each type of transaction can have its own list of categories. For example customer invoices might have a category " | Categorising transactions allows you to group transactions together when reviewing or reporting them. Each type of transaction can have its own list of categories. For example customer invoices might have a category " | ||
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Here you enter the details of the category: | Here you enter the details of the category: | ||
- | * **Master category**: select the master category that this one will belong to. Master categories are a way of grouping other transaction categories together, even categories of different types, to make reporting easier (see section [[reports: | + | * **Master category**: select the master category that this one will belong to. Master categories are a way of grouping other transaction categories together, even categories of different types, to make reporting easier (see section [[reports: |
+ | * Damaged | ||
+ | * Expired | ||
+ | * Found | ||
+ | * Lost | ||
+ | * Stocktake | ||
+ | * Stolen | ||
+ | * Other | ||
* **Category code**: the code of the transaction category. Not displayed in mSupply but you can filter categories by this so it provides another way to select relevant categories when reporting. | * **Category code**: the code of the transaction category. Not displayed in mSupply but you can filter categories by this so it provides another way to select relevant categories when reporting. | ||
* **Category Description**: | * **Category Description**: | ||
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- | For systems using [[other_stuff:remote_sync# | + | For systems using [[synchronisation:introduction|Remote Synchronisation]], |
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- | There is a preference to [[preferences: | + | There is a ' |
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- | See the [[faq: | + | See the [[faq: |
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