Overview
Categories represent the classification of purchases entered into SmartDocs 360. SmartDocs 360 has a list of system-created categories, and users can add their categories via the categories screen.
Navigation
| Select the Entity | |
| From the Main Toolbar, select Categories |
To add a new category, click the
Sync this category to Xero - Toggle this on to create an identical chart of accounts entry within Xero.
This will only appear if the entity has been connected to Xero.
Type - Select the transaction type the category represents (Expense, Asset, and Revenue).
If SmartDocs is connected with Xero/QuickBooks, then the user will be able to select other category types imported from the other software. This field is mandatory.
Name - Enter the name of the category. This field is mandatory
Code - Enter a code related to the transaction type. This field is not mandatory
Tax Rate - Select a tax rate entered on the Tax Rate screen. This field is not mandatory.
Inline Editing
SmartDocs now supports inline editing on the Categories page. You can edit category details directly within the list view without opening a separate form.
Use the Tab key to move quickly between fields such as Type, Name, Code, and Tax Rate.
Syncing categories with Xero
To sync the SmartDocs 360 categories list with Xero, users must ensure that Xero has been connected to the SmartDocs 360 entity. Once Xero has been connected, the button will show on the entity's categories screen. Clicking it will sync the Categories between Xero and SmartDocs 360.
Here are some of the next steps recommended by BGL: