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Revenue Categories

Configure your Revenue Categories for organization purposes for your reports

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 6 years ago

Revenue Account Categories are used to group together Revenue Account Labels.

  • In the Admin Settings, click on the blue link Revenue Account Categories, under section Accounting:

To add a new Category, click on the blue link Add Category:
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You will see appearing a new editable row; insert the name for the new category, and click on the blue button Save Changes:
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To deactivate a Revenue Category, simply uncheck the relevant box under section Status:
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  • To edit a Category, click on the blue link Edit on the right hand side of any row: the text in the panel will become editable, so you can amend the category name. When done, click on the blue button Save Changes:

You Revenue Categories will appear as filters in some of your Reports. Below is an example of a report you can organize by Revenue Category:

FAQs - this article provides the answer to the following questions:

What are Revenue Account Categories and why would I use them?

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