Learn how to categorize your products using General Ledger codes for accounting purposes.
The role permission Can manage reporting categories is required for staff to create, edit and delete reporting categories and assign General Ledger codes. Administrators and managers have this permission enabled by default.
1. Navigate to Reports > Reporting categories
This can also be accessed from the Reports page, click the 'Reporting category' button located in the top right
2. To get an overview, underneath the page title will display the following stats:
- Total products- in the platform
- Unassigned- the number of active products not assigned to GL codes and categories
- Unassigned (Archived) - the number of archived products not assigned to GL codes and categories
Reporting may be ineffective if not all products are assigned GL codes
3. Click +Create a Category
4. A panel will slide out, to create a category, fill out the following fields:
- A name
- The GL code it is assigned to
- Select the product(s) that it should be assigned to
5. Click Save to make the changes live
Optional: you can click the more icon to add a subcategory. If you have more GL Codes/Reporting Categories you need to add, click 'New Category' and repeat the previous steps.
6. To Delete, click the more icon and select this option from the drop-down menu - this is irreversible
