other_stuff:transaction_categories

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other_stuff:transaction_categories [2021/03/31 14:52] Gary Willettsother_stuff:transaction_categories [2024/01/15 06:13] (current) – [26.06. Transaction categories] Mark Glover
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-====== 25.07. Transaction categories ======+====== 26.06. Transaction categories ======
 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 "normal" and "urgent". Inventory adjustements might have categories "expired", "damaged", "stocktake", "annual stockatake" or "monthly stocktake" etc. 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 "normal" and "urgent". Inventory adjustements might have categories "expired", "damaged", "stocktake", "annual stockatake" or "monthly stocktake" etc.
  
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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:transactions|11.03. Transaction reports]] for details of how master transaction categories can be used in reporting). Master transaction categories are fixed in the system and cannot be edited.  Those available are:+  * **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:transactions#transaction_category_filter|11.03. Transaction reports, Transaction category filter]] for details of how master transaction categories can be used in reporting). Master transaction categories are fixed in the system and cannot be edited.  Those available are:
     * Damaged     * Damaged
     * Expired     * Expired
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-For systems using [[other_stuff:remote_sync#remote_synchronisation|Remote Synchronisation]], Transaction Categories are '**System**' data and can only be edited on the Primary Server. Any edits then synchronise to all relevant satellites.+For systems using [[synchronisation:introduction|Remote Synchronisation]], Transaction Categories are '**System**' data and can only be edited on the Primary Server. Any edits then synchronise to all relevant satellites.
 </WRAP> </WRAP>
  
  • Last modified: 2021/03/31 14:52
  • by Gary Willetts