other_stuff:transaction_categories

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other_stuff:transaction_categories [2021/09/02 07:00] – [25.07. Transaction categories] Mark Gloverother_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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-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.
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  • Last modified: 2021/09/02 07:00
  • by Mark Glover