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other_stuff:transaction_categories [2021/03/31 14:52] – 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 | * Damaged | ||
* Expired | * Expired | ||
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<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | For systems using [[other_stuff:remote_sync# | + | For systems using [[synchronisation:introduction|Remote Synchronisation]], |
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