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Navigating to Financial Transaction Categories

CONFIGURATION > FINANCE APPLICATION > FINANCIAL TRANSACTIONS > SET UP CATEGORIES

What are Financial Transaction Categories?

Financial Transaction Categories allow you to classify Financial Transactions into generic groups based on common attributes. Financial Transaction Categories follow a hierarchical structure.

Navigate to Financial Transaction Categories and explore existing records via the Summary page. Financial Transaction Categories follows a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
Click on the link (Name or Number) of the record of your interest to open a modal window with the related details. Provide a name for the 'parent' to make that Category a 'child' or erase the parent name to make the Category a 'parent' itself.
Either SAVE the changes or cancel (X) and go back to the Summary page.
Create a new Category (ADD) or delete an existing one (REMOVE)
Use EXPAND ALL to view 'parent' and 'children' rows and COLLAPSE ALL to only view 'parent' rows.

Check the Validations & Restrictions Table below for a list of available Actions when working with Financial Transaction Categories, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Financial Transaction Categories' fields.

Validations & Restrictions Table

Action	Validations	Restrictions	Additional Information
General	Not available	Not available	Must be added to the Financial Transaction Type to be available to be added on Financial Transactions.
Create	Mandatory Fields must be defined	Not available	Not available
Edit	Mandatory Fields must be defined	Not available	Not available
Delete	Cannot delete a Category if it is used by a Financial Transaction Type.	Deleted Financial Transaction Categories are still visible on records which were created using them.	Not available

Attributes Table

An * indicates a field is mandatory.

Name	Description
Name*	The name of the Category.
Code*	A code for the Category.
Description	A description of the Category.
Parent	The 'parent' of the Category, unless if the Category is a 'root'.

Related Areas

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Configuring Rejection Reasons
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Configuring Financial Transaction Types
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Configuring Payment Methods
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Understanding the Allocation Principles
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Handling Invoice Due Dates
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Paying an invoice using Quick Pay
Page:

Configuring Financial Transaction Categories
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Managing Financial Transactions
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Configuring Financial Transactions Definitions
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Creating and Sending Invoice Cancellation Details Printout
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Creating and Sending Invoice Details Printout
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Creating and Sending Credit Note Details Printout
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Understanding Financial Transactions
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R9 - Cancelling Invoices

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page

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