How to Add a New Creditor Category in REST Professional
Overview
This function allows you to add a new creditor category to the existing list of creditors and that specific category can later be searched within REST.
Steps
- Go to Files > Descriptors & Comments
- Choose Creditor Categories
- Click on the Add Mode-F4 to add in a new category
- Add in the description for the new Category
- Click OK-F12 to save
Once the categories are set up you can allocate to each creditor that you have in REST.
- Go to Files > Creditor
- Click on the category drop down box on the general tab and select the category
- Click OK-F12 to save
A report for all the creditor categories is available and to access this go to Reports > Creditor > Detailed Report and you will see in the Advanced Section the ability to filter Creditor Category.
Example of Report with a Category
