Payable Category
Access: Payable Administrators
Payable Categories are used to organise and manage payable items effectively. They serve several key purposes:
Organisation: Group similar payable items together for easier management and tracking.
Reporting (Payable Status): Facilitate detailed reporting by allowing you to view and export payment information for specific categories on the Payable Status page.
Reporting (Comparative Outstanding Payment Requests): Facilitate detailed reporting via all types of this report - NEW Comparative Outstanding Payment Requests Reports
Access Control: Enable specific roles, such as Teachers or Department Heads, to view payment statuses for categories they are responsible for. This ensures that relevant personnel have access to the information they need - Reporting - view only option
For example if we have a category for "Sports". This would allow the sports
coordinator to easily track and manage all Payables associated with all sports
activities.
If the payable already exists you can change/edit the category by going to Actions and editing the payable.
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