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.

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.