Categories
System Administrators can create custom categories that allow for some report-filtering and analysis related to Payment records. Once a category is created, it can be associated to a Payment record. Then, certain Payment Reports (e.g., Payments Summary, Payments Detail, Payments Application Summary) can be filtered and grouped by that category.
You always begin with finding the category before creating, editing, or deleting a category.
Find Category
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New Category
Once categories are created, assign them to Payment records as applicable for reporting purposes. |
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Edit Category
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Delete Category
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