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Account Category display the list of defined accounts categories for different product types. Within each account category, user is able to view the list of products classified under the particular account category.

Below actions are available under “Account Category”:

Samooha icon2  Create new, edit and delete account category

Account Category

Account Category1

Account Category2

 

Field Name
Description
Mandatory Information
Account Category Name Name of the category

Y

Category Code Custom code for the category

Y

Product Type Select the type of product

Y

Base Category Select the (parent) base category if to be group under it

N

Description Additional information for the account category

N

A Grouping Category Tick the checkbox if the category allows sub category under it.

N

Is Active Tick the checkbox if the account category is active

N

Expensed on Receipt Tick the checkbox if the category is expensed on receipt

N

 

Create New Account Category

1. Click “Create Account Category” link on top right of “Account Categories List” tab to create another account category record, it will open “Account Category” tab with empty form

Account Category create

2. Fill up information on top half of screen.

Account Category create1

3. Optional: If “A Grouping Category” checkbox is ticked, it allows user to define sub category under this category. User may then select the category as base (parent) category

Account Category grouping

Account Category group1

Account Category group2

Account Category group3

4. Click “Save” button at the middle right of screen to save. This new category will be available as product’s “Category” selection in the “Project – (Masters) Products

Account Category save

5. Information in “Account Settings” tab will be generated automatically. “Product List” tab will be updated automatically with products selected under the particular category.

Account Category3

Account Category4

 

Update Account Category Details

1. On “Account Categories List” tab, double click on account category to be updated, it will bring up the details on“Account Category” tab for the selected account category

2. Make change(s) on the account category’s information

3. Click on “Save” button at the bottom of screen to save

4. Click on “Revert” button at the bottom of screen or refresh icon at the top of the screen to roll back the changes

 

Delete Account Category

1. On “Account Categories List” tab, double click on account category to be deleted, it will bring up the details on“Account Category” tab for the selected account category

2. Click on “Delete” button at the bottom of screen

3. Click on “Yes” button on the pop-up window to confirm record deletion

Account Category delete

 

View and Search for Account Category Details

1. On “Account Categories List” tab enter search parameter to filter the result, i.e. type in name of the account category

Account Category delete

2. Result can be sorted alphabetically by clicking the fields’ columns or filtered to show active / inactive categories

Account Category sort

3. Double click on account category to view full details of the account category, it will bring up the details on“Account Category” tab for the selected account category