Payable Category

Payable Category

Access: Payable Administrators


Payable Categories are used to organise and manage payable items effectively. They serve several key purposes:

  1. Organisation: Group similar payable items together for easier management and tracking.

  2. Reporting (Payable Status): Facilitate detailed reporting by allowing you to view and export payment information for specific categories on the Payable Status page.

  3. Reporting (Year over Year Comparison Report): Compare payment request category performance across multiple years in the Year over Year Comparison Report.

  4. 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.



Payable Categories can be applied when creating a new payable. The dropdown menu will allow you to choose an existing category or you can start typing to create a new category.

            


If the payable already exists you can change/edit the category by going to Actions and editing the payable.

            




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