Below are the terms and actions available within Categories page.
Default Categories
Rydoo have 15 default categories already created and they are listed from the image shown above.
Category Details
Name: The name that will show on Category drop-down menu of end users.
Accounting Code: Account Code/GL Code that is not visible to end users, but used for reporting purposes.
Branch: Categories are only visible for users in this specific Branch. NOTE: Categories must be added per Branch.
Source: Shows where the category is originated. If the category is added manually or via import, it will show as Rydoo. When you connect to a partner accounting package such as Xero, Quickbooks, Exact and etc then, it will show as such.
Status: Shows for each category whether it is Active or Inactive.
Actions:
Add Filter: Allows you to add filter specifically Branch when sorting categories.
Export All: Provides an Excel file containing all categories and their details.
Import: Allows you to add/edit categories in bulk.
Add Category: Used to add a new category one by one.
No of Categories
Gives you the total number of categories listed in your view