Category Reference
Categories classify transactions recorded through the Business Tab of the Financial Modal. Each category belongs to a group, and the available categories are resolved by the Event Map.
Business Category Groups
| Category Group |
|---|
| Compensation |
| Operating Expenses |
| Recurring OpEx |
| Statutory |
| Marketing |
| Financing |
| Software |
| Franchise |
| Inter-branch |
| Marketplace |
| OEM / Dealer |
| Franchisor |
| Sales Revenue |
Each group contains one or more individual categories. The specific categories within each group are configured at the organisation level and can be customised per location via the Event Map.
Void Reasons
When a transaction is voided, a reason must be selected. The available reasons differ by direction.
Inflow Void Reasons
| Reason |
|---|
| Recorded in error |
| Duplicate entry |
| Customer cancelled |
| Wrong amount |
| Wrong payer |
| Other |
Outflow Void Reasons
| Reason |
|---|
| Recorded in error |
| Duplicate entry |
| Wrong amount |
| Wrong payee |
| Vendor refunded |
| Other |
Related Pages
- Event Map Reference — how categories are resolved per entity context
- Transaction Statuses — the Voided status and its implications
- The Financial Modal — where categories are selected during recording