Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale , Business Name , Diary , Document Manager , Unlock , Backup
See Also : Ledger Terms , Ledger Menu , Category List , Add / Change Record , Transaction Lists , End of Year Procedure , Bank Reconciliation
NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.
Please note that the picture below is the same format for:
Select Category
when selecting a category just highlight the category in some cases you can pick
more than one category.
Button on this form may let you select other combinations .
Use the Tabs at the top of the list to Select Income or Expenses
Press Select Ok to go to next window
Change Category
Add and Editing Categories:
If you need to edit or add any Expense or
Income categories, click on [Edit Category] to open the [Change Category] page.
Choose a blank line or the line to change then click on [Edit Category] which
will open the [Change Category] page. Enter the new name in the Category Name
field or edit the Category Name.
If part of this category is for personal use you need to work out what
percentage is personal. You need to enter this amount in the box next to
[Input Percent of Personal Use in this category OR 0 if none].
Next then is 5 Category group options to choose from: General, Sales, Capital,
Other and Taxes. Each category has a brief description to help you choose which
Category Group is most suitable.
Change Category including Wizard:
Next tick the box [Use Wizard to input BAS codes] if you need help to
enter the categories BAS Tax Codes. The wizard will help you to enter the
categories BAS Tax Codes. There are five options in the BAS wizard. Tick these options
if they are TRUE, and then click on the [Build Codes] button. The Wizard
will automatically enter the most suitable BAS Tax Codes into the tax fields.
You should then click OK to save the data you have entered. You also have two
buttons that show [OK Previous] and
[OK Next]. This will let you move between the other categories to make any changes needed.
Selecting Category:
The Category list can be Income or Expenses by clicking on the Tabs at the
top of the list. The button's on the right can also Select in some modes.
NOTE: You can also highlight more than one category to get listing in find modes. (Hold
down the [Ctrl] key and click other categories with mouse)