Enable and Set Up Revenue Categories

If you want to use the optional revenue categories feature, you need to enable and set up revenue categories.

When you enable revenue categories, the Revenue Categories section (with a revenue method field for each revenue category) displays instead of one Revenue Method field in the following locations:

• Budget & Revenue tab in the Projects hub (desktop)
• Revenue Groups form in Accounting > Revenue Groups

To enable and set up revenue categories:

1. On the Navigation menu, click Settings > Accounting > Company.
2. On the Revenue tab, select the Enable tracking for this many revenue categories check box.
3. In the adjacent, unlabeled field, specify the number of revenue categories that you want to track.
4. For each revenue category, enter an unbilled services account and an uninvoiced revenue account. If you want to rename any of your revenue categories, change the Revenue Method 1 - 5 system labels on the Labels tab of Settings > General > General System.
5. Click Save.
6. Assign a revenue category for each invoice revenue account on the Invoice Mapping Accounts tab of Settings > Accounting > Accounts Receivable.