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The Revenue Category tab is where revenue categories can be created. The A/R Revenue Categories are used for the purposes of invoicing. Each category has a number and a name which will be seen in the invoice process. Multiple Revenue Codes can be selected for a category.
The Clearing and Bank G/L accounts are mandatory and will be used for the batch balance totals.
In the invoice process the Revenue Category is chosen from the drop down list. The Add button when selected, will populate the mandatory fields with the Revenue Code(s) which are applicable to the category.
The Revenue Code tab has the following options:
•Add
•Edit
Use the following steps to add a revenue category:
1. Click on the System tab, click Settings, and select Accounts Receivable.
2. Click on the Revenue Category tab.
3. Click on the Edit button to make fields available.
4. Click on the Add New button.
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5. In the new line, under the Category column, enter a unique, two (2) character maximum, numeric code between 1 and 99.
6. If applicable, enter a Category Name.
7. Click on the Revenue Codes drop-down menu to select an option(s). Use the Filter field to enter specific information, use the All button to select all available options or use the None (selected by default) button to remove all selected options.
8. Enter a Clearing G/L account and Bank G/L account or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
Click on the Delete icon to remove a line in the grid.
9. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
10. Click on the Save button to confirm the new bank code(s), or click on the Undo button to remove all input information and reset the fields to their default values.
Use the following steps to edit a revenue category:
1. Click on the System tab, click Settings, and select Accounts Receivable.
2. Click on the Revenue Category tab.
3. Click on the Edit button to make fields available.
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4. If applicable, update the Code and/or Category Name for any line items. The Code field will be unavailable to change, if it is in current use within the application.
5. If applicable, click on the Revenue Codes drop-down menu to update the option(s). Use the Filter field to enter specific information, use the All button to select all available options, or use the None (selected by default) button to remove all selected options.
6. If applicable, update the Clearing G/L account and/or Bank G/L account for any line items or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
Click on the Delete icon to remove a line in the grid.
6. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
7. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.