A Category field displays on the following transaction windows if the preference Turn Category Tracking On in the System view of the Preferences window is marked:
Spend Money window
Receive Money window
Bank Register window
Record Service Charges and Interest Earned window
Record Journal Entry window
Sales windows:
- Service layout
- Item layout
- Professional layout
- Miscellaneous layout
- Time Billing layout
Historical Sale window
Purchases windows
- Service layout
- Item layout
- Professional layout
- Miscellaneous layout
Historical Purchase window
Transfer Inventory window
Adjust Inventory window
Pay Employees window
The information in the reports reflects only those transactions that you assigned to a category. If you want every transaction assigned to a category, select the Required option when you mark the Category preference; then you must select a category before you can record the transaction.
If you want your reports to only include information from certain transactions (just sales, for example), do not select the Require option. You'll then be able to skip the Category field in all your non-sales transactions. If you do this, though, you must remember to assign all your sales transactions to a category to maintain the accuracy of your reports.
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