Overview
This article explains the key tabs and fields in Category (Chart of Accounts), so you can review codes, balances, and optional settings.
Details
- List View tab – View the Category Name, Category Number, and balances.
- Demographics tab – See optional settings such as bank-charge category and memo settings.
- Search – Find categories by number, name, or filters.
- Category Umbrellas – Check whether the category belongs to a Category Umbrella for grouped reporting.
- GL Department / GL Name – If enabled, these are district-level mappings for external reporting.