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How to Set Up Revenue Categories

This lesson will show you how to create your Revenue Categories to later assign them to Reservation Types, Membership Types, Groups or Manually added to individual billed items.

Administration

Click on Administration.

Billing Administration

Scroll down to Billing Administration and click on the Revenue Categories link

Adding a Revenue Category

Adding a Revenue Category

1. Add your revenue category code

2. Type in your Category Label

3. Add Remarks (optional)

4. Check all tax rates that apply (leave blank if no tax will be applied to the revenue category)

* Any billing item assigned to the revenue category will have the tax rate applied automatically

5. Click Add Category

* The revenue category code can be the same as the General Ledger code in your accounting program or you can create a custom code yourself

 

Note: Click on Show Deactivated to view or reactivate any deactivated revenue categories

 

New Category Added

New Category Added

You can view your new category listed and if you wish to edit the category click on the label itself - see below.

Edit an Existing Category

Edit an Existing Category

1. Click on the Category name

  • The category data is populated back at the top of the page

2. Modify the Code, Subcategory of, Label or Remarks

3. Check all tax rates that apply (leave blank if no tax will be applied to the revenue category)

* Any billing item assigned to the revenue category will have the tax rate applied automatically

4. Click on Update Category to save your changes

Note: (optional) Click on Deactivate if you no longer wish to utilize the Revenue Category

Adding a Sub Category of a main Revenue Category

Adding a Sub Category of a main Revenue Category

1. Type in your category information

2. Click on the Choose link

Assign the Parent Category

Assign the Parent Category

1. Type in your the parent categories revenue code and click on Use Code

OR

2. Click on the Parent Category to choose that code

Added the Category

Added the Category

Click on Add Category

Reminder: Check all tax rates that apply (leave blank if no tax will be applied to the revenue category)

* Any billing item assigned to the revenue category will have the tax rate applied automatically

Sub Category Created

Sub Category Created

You will now see your new revenue category as a subset of the parent category

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