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 a single Revenue Method field in the following locations:

• The Accounting tab of the Projects form in the Projects hub
• The Revenue Groups form in Settings > Accounting > Revenue Groups

To enable and set up revenue categories:

1. In the Navigation pane, select Settings > Accounting > Revenue.
2. On the Revenue settings form, select the Enable Revenue Categories option to Yes.
3. In the Enable Tracking for This Many Revenue Categories field, select the number of revenue categories that you want to track.
4. For each revenue category, enter an unbilled services account, uninvoiced revenue account, and fee invoice billed account.
   If you want to rename any of your revenue categories, you can change them on the Labels form in Settings > Labels and Lists > Labels.
5. Click Save.
6. Assign a revenue category for each invoice revenue account on the Invoice Mapping Accounts grid of the Accounts receivable form in Settings > Billing > Accounts Receivable.