Categories

https://help.myob.com/wiki/x/fIcHAQ

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Not available in AccountRight Basics

Categories enable you to track profitability of departments, offices, properties and other business segments.

When entering a transaction, you can allocate one category to it. You can then prepare a profit and loss statement for each category.

Categories can be assigned to the following transaction types:

spend money
receive money
transfer money
general journal entries
sales
purchases
build items
inventory transfers
inventory adjustments
payroll processing (Plus and Premier, Australia only)
pre-conversion sales and purchases.

You cannot allocate categories to some transactions

You cannot allocate a category to these transactions: Pay Bills, Receive Payments, Prepare Bank Deposit, Settle Returns and Credits/Debits and Pay/Receive Refunds. When entering these transactions, the categories assigned to the original transactions will be used. For example, the categories assigned to purchases appearing in the Pay Bills window will also be assigned to the payment.

To enable category tracking

Go to the Setup menu and choose Preferences.
Click the System tab.
Select the Turn on Category Tracking option.
If you want to make the selection of a category mandatory for all transactions, choose Required from the list.

To create a category

Go to the Lists menu and choose Categories. The Categories List window appears.
Click New. The Category Information window appears.
In the Category ID field, type a code that will be used to identify the category and press Tab.
In the Category Name field, type the name of the category.
In the Description field, type a description of the category or notes relating to the category.
Click OK.