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      <div class="WebWorks_Breadcrumbs" style="text-align: left;">
        <a class="WebWorks_Breadcrumb_Link" href="financialcontrol.20.1.htm#1087153">Financial control</a> &gt; <a class="WebWorks_Breadcrumb_Link" href="financialcontrol.20.2.htm#1087153">Tracking financial information</a> &gt; Categories</div>
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      <blockquote>
        <div class="hm_ModuleHeading"><a name="1087153">Categories</a></div>
        <div class="b_Body"><a name="1093946">Categories enable you to track profitability of departments, </a>offices, properties and other business segments.</div>
        <div class="b_Body"><a name="1093947">For example, the Sales department of a car dealership could use </a>categories to help them track the profitability of car models they sell: say, model A, model B and model C.</div>
        <div class="b_Body"><a name="1093948">When entering a transaction, you need to allocate the </a>appropriate category to it. You can then prepare a profit and loss statement for each category.</div>
        <div class="b_Body"><a name="1087155">Categories can be assigned to the following transaction types:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087156">spend money </a></div>
              </td>
            </tr>
          </table>
        </div>
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          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087157">receive money </a></div>
              </td>
            </tr>
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        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1090839">transfer money</a></div>
              </td>
            </tr>
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087159">general journal entries </a></div>
              </td>
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087160">sales </a></div>
              </td>
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087161">purchases </a></div>
              </td>
            </tr>
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        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087163">inventory adjustments </a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087164">[MYOB Accounting Plus only] </a>payroll processing</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087165">historical sales and purchases. </a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bnfi_NoteHeadingFirstIndent">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1087166">You cannot allocate categories to all transactions</a></div>
        <div class="bnLi_NoteBodyLastIndent"><a name="1087167">You cannot allocate a category to these transactions: </a><span class="w_Widgets">Pay Bills</span>, <span class="w_Widgets">Receive Payments</span>, <span class="w_Widgets">Prepare Bank Deposit</span>, <span class="w_Widgets">Settle Returns and </span><span class="w_Widgets">Credits/Debits</span> and <span class="w_Widgets">Pay/Receive Refunds</span>. When entering these transactions, the categories assigned to the original transactions will be used. For example, the categories assigned to purchases appearing in the <span class="w_Widgets">Pay Bills</span> window will also be assigned to the payment. </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1087169&quot;);">
          <span class="N_007eProcBullet"></span><a name="1087169">To enable allocation of categories</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1087169", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1087169", false);</script>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087170">Go to the </a><span class="w_Widgets">Setup</span> menu and choose <span class="w_Widgets">Preferences</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087171">Click the </a><span class="w_Widgets">System</span> tab.</div>
              </td>
            </tr>
          </table>
        </div>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087172">Select the </a><span class="w_Widgets">Turn on Category Tracking</span> option. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1106466">If you want to make the selection of a category mandatory for </a>all transactions, choose <span class="w_Widgets">Required</span> from the list. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1106460">Turning off category tracking deletes all categories and </a>their history </div>
        <div class="bnL_NoteBodyLast"><a name="1106461">If you choose to turn off category tracking, any </a>categories you have created and their transaction history will be deleted from your company file. You should make a backup of your company file before you do this so that you can access this information if required.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1087174&quot;);">
          <span class="N_007eProcBullet"></span><a name="1087174">To create a category</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1087174", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1087174", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087175">Go to the </a><span class="w_Widgets">Lists</span> menu and choose <span class="w_Widgets">Categories</span>. The <span class="w_Widgets">Categories List</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087176">Click </a><span class="w_Widgets">New</span>. The <span class="w_Widgets">Edit Category</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087177">In the </a><span class="w_Widgets">Category ID </span>field, type a code that will be used to identify the category and press <span class="k_Keys">Tab</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087178">In the </a><span class="w_Widgets">Category Name</span> field, type the name of the category.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">5	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087179">In the </a><span class="w_Widgets">Description</span> field, type a description of the category or notes relating to the category.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">6	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087188">Click </a><span class="w_Widgets">OK</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="href_ReferenceBlockHeading"><a name="1109893">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="financialcontrol.20.2.htm#1087121" name="1109897">Tracking financial information</a></span></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="financialcontrol.20.3.htm#1087134" name="1109901">Accounts</a></span></div>
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                  <span style="color: Gray;">■</span>
                </div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="financialcontrol.20.5.htm#1087192" name="1109905">Jobs</a></span></div>
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      </blockquote>
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