Manage Revenue Accounting Codes Sub-Categories (Desktop)

Manage Revenue Accounting Codes Sub-Categories (Desktop)


The sub-category of an accounting code is part of the accounting code setup. Whether the code is Revenue or Payment, a sub-category has to be selected. Payment sub-categories cannot be customized, but revenue ones can. In the 11 sub-categories, none can be added or deleted but some can be customized.



Path: Management > Admin > Reports > Revenue Summary > Click on Setup



Click on any line, modify to fit your needs and click ok when done. Uncheck any Revenue you do not need to see in the report. The new categories will now reflect in the Revenue Summary Report and in the Accounting Code setup.



3. The new categories will now reflect in the Revenue Summary Report and in the Accounting Code setup.


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