Reporting Categories

Reporting Categories controls how the selected company's general ledger accounts are grouped and ordered in financial reports.

Concepts

What Is a Financial Ledger? explains the ledger behind reporting.
Organizations and Companies explains shared and company-owned settings.
Financial Document Processing explains the records reports summarize.

Viewing reporting categories

The list shows code, name, account type, sequence, status, and usage state. Search and account-type or status filters narrow the list. Open a row for detail; select rows for status, deletion, or export.

In use

A category is in use when a GL account refers to it. It must remain compatible with those accounts and cannot be removed while references exist.

Create a new reporting category

Select Add Reporting Category. Enter a stable code and name, choose the account type, and set the sequence used to order the category in reports.

Make changes

Open the category to update its name or sequence. Keep its code and account type stable after accounts use it.

Change status

Deactivate only a category that is not required by active accounts. Reactivation makes it available again.

Delete

Delete only an unused category. Prefer deactivation when the category has historical meaning.