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Categories

Not available in AccountRight Basics

Categories are like labels which you can assign to transactions. A category might be a separate department, cost centre or office within your company, or another business segment. For example, a business could use categories to represent different divisions such as accounts, marketing, sales and operations.

When entering a transaction, you can allocate one category to it. You can then run reports for each category.

Categories can be assigned to the following transaction types:

  • spend money

  • receive money

  • transfer money

  • general journal entries

  • sales

  • purchases

  • build items

  • inventory transfers

  • inventory adjustments

  • payroll processing (Plus and Premier, Australia only)

  • pre-conversion sales and purchases.

You cannot allocate categories to some transactions

You cannot allocate a category to these transactions: Pay BillsReceive PaymentsPrepare Bank DepositSettle Returns and Credits/Debits and Pay/Receive Refunds. When entering these transactions, the categories assigned to the original transactions will be used. For example, the categories assigned to purchases appearing in the Pay Bills window will also be assigned to the payment.

You can access categories from the Lists menu:

AccountRight Category List

Category reports

AccountRight has a set of reports to gain insights into your caregories. View these reports by going to the Reports menu > Index to Reports > Accounts tab > CategoriesLearn more about the category reports.