Categories and GL accounts

The category tree, GL codes per category and location, and tax-exempt settings.

Categories

Catalog › Categories holds the category tree, such as Medical supplies, Dietary, Housekeeping and Activities, with sub-categories underneath. Each row shows its level, GL code, whether it’s tax exempt, and its status.

Category management, with a GL code on each category

Root Category adds a top-level category; the add button on a row adds a sub-category.
Right-click a category, or use the buttons on its row, to edit, delete, add a sub-category, or switch it on or off. Tick boxes for bulk actions; drag and drop to reorder. Categories go up to four levels deep.
Click a category’s GL badge to set its default GL code, and a different code for any location.
Tax exempt carries down to sub-categories unless they say otherwise.
Show Inactive brings back categories you’ve switched off.
Catalog › Upload Categories loads a whole tree from a spreadsheet.

Budgets and approval chains can be set by category.

GL accounts

Catalog › GL Accounts lists your GL codes and names, the category each is assigned to, the locations it applies to, and whether it’s tax exempt.

General Ledger Accounts, with import, export and category assignment

Switch between the Default List, All Locations and a specific location to give one location different accounts.
Add GL Account, Import GL Excel and Export GL Excel manage the list.
Assign Category links an account to a category, so requisition and invoice lines get their GL account automatically.