BIZZ WIZZ LEDGER
CATEGORY MENU

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale ,  Business Name , Diary ,  Wages , 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.

Category creation is done through the SET UP LEDGER tab on the main menu of ledger.  When you are on this screen click on Change Categories & BAS Codes button which will take you to the screen below

Please note that the picture below is the same format for:

  1. 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
     

  2. Change Category

   

Add and Editing Categories:
If you need to edit  any Expense or Income category, highlight the category name, click on [Edit Category] to open the [Change Category] page to make the changes.
If you are making a new category choose a blank line then click on [Edit Category] which will open the [Change Category] page. Enter the new name in the Category Name field 
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 there are 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 for the category name.
Then enter the BAS Tax Code for that category.

Change Category including Wizard:
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 Seven 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)