Paid Out Categories can be accessed from the sidebar menu by selecting the options Accounting >Settings>Paid Out Categories.
The categories can be assigned to customers to group them for reporting purposes. For help with editing customers click here for the customer maintenance section.
In order to perform any of the basic maintenance tasks you will need to be assigned the Create, Update, and Delete permissions for the Accounting Settings entity.
For more on how to Sort, Select Columns, Change Records Per Page, and Export, click here.
At the top of the screen is a dropdown selector that filters the list of categories by their active status. The master search field will search for matches in any of the fields listed.
Clicking on a category name in the grid open a popup allowing you make changes to the name, description, or GL Account if needed. After your changes are complete click the Confirm button to save your changes and return to categories screen.
Select the checkboxes next to the categories you wish to act upon. A dropdown menu will appear along with the Execute button. Select the option to “Activate” or “Deactivate” the selected categories and click the Execute button to save the change.
Click on the + Insert button to create a new category. A popup will open prompting you for the category name and a description. Complete the fields and click the Confirm button to add the category to the database and return to the categories screen.