Managing Income Categories

version 14012016

• Income categories can be managed from Head Office or from within each outlet
• They are specific to each outlet
• Income categories determine the options available to the user when recording income transactions in the finance module

To Manage in Head Office mode

• Log into Head Office – Outlets – Set Up

Adding a Department

• Within Income Categories and Departments, click on Add Departments to ensure there is at least one department set up for each Outlet

Adding a Category

• Once the Department has been set up, click on Add Categories to add a new category to an outlet
• Fill in the Category Name and select a Department and KPI Category
• Tick Applicable to VAT if required
• Select a VAT Rate
• Add any Finance Codes required
• If the Income category is to be used to record complimentary sales, add a tick in the Complimentary/Discount box
• If the Income category is to be used to record Service Charges, add a tick in the box
• If the income category is to be used to record Credit Card Tips, add a tick in the box
• Tick whether you wish for this Income Category to be available as an option within Cash Sales and Swipe Cards, Internal Sales and/or Credit Sales
• Click Add Category

Editing a Category

• To edit an existing Category, click Edit Categories and select the correct Outlet and Department
• Make the required amendments and click Update Category

To Manage in Outlet mode

• Log into Outlet – Finance – Set Up

Adding a Department

• Click Add Departments and enter the Department name and finance ode

Adding a Category

• Click Add Category
• Fill in the Category Name and select a Department and KPI Category
• Tick Applicable to VAT if required
• Add any Finance Codes required
• If the Income category is to be used to record complimentary sales, add a tick in the Complimentary/Discount box
• If the Income category is to be used to record Service Charges, add a tick in the box
• If the income category is to be used to record Credit Card Tips, add a tick in the box
• Tick whether you wish for this Income Category to be available as an option within Cash Sales and Swipe Cards, Internal Sales and/or Credit Sales
• Click Add Category

Editing a Category

• Click on Category name
• Make the required amendments and click Update Category