How Can I Remove a Revenue Category?
Updated over a week ago

Related Questions:

  • Can I Delete Revenue Catgories?

  • How do I archive an old revenue category?

Procedure:

Only unused Revenue Categories can be deleted. If you have used the Revenue Category you can Archive it instead.

To Delete an Unused Revenue Category:

  1. Click Settings

  2. Under Fields, click Setup Values

  3. Click on Revenue Categories

  4. Hover over the Revenue Category & Click the Delete icon

  5. Click Delete to confirm

To Archive a Used Revenue Category

  1. Click Settings

  2. Under Fields, click Setup Values

  3. Click on Revenue Categories

  4. Hover over the Revenue Category & Click the Archive icon

  5. Click Archive to confirm

Remove a Revenue Category from an Organization/s

If you have multiple organizations connected to Event Temple, it's possible to manage your revenue categories

  1. Click Multi-Organization in the top dropdown

  2. Click Settings

  3. Under Fields, click Setup Values

  4. Click on Revenue Categories

  5. Hover over the Revenue Category & Click the Edit icon

  6. Select My Organizations & choose which specific Organizations to use instead of All Organizations

  7. Click Save

Additional Information

Only admin users can add new Revenue Categories. If you are part of a multi-organization Chain, then only a Chain admin has this permission.

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