Line Item Category
- 1 Minute to read
- Print
- DarkLight
- PDF
Line Item Category
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Set up Line Item Categories to specify accounts to include in your budget. Line item templates are mostly user driven. Administrative users identify the budget line items that can be budgeted in a selected template. To set up a Line Item, navigate to Maintenance > Planning Templates > Line Item Category.
Read more to know about Why Setup Line Item Categories, here.
You can perform actions such as Add, Edit, Delete, Filter, and Export on the Line Item Category List page.
This option allows you to add a Line Item.
- Navigate to Maintenance > Planning Templates > Line Item Category.
- Click the Add icon.
- On the Add Line Item Category page enter a Code and Name to identify the line item category.
- Now, map the accounts you want included in your budget. To do so, select the account in the Unmapped Account(s) pane and click the forward arrow.
.png)
- Continue to set up as many line item categories as needed.
- Click the Save icon.
.png)
This option allows you to edit a Line Item.
- Navigate to Maintenance > Planning Templates > Line Item Category.
- Click the Edit icon.
- Make the necessary changes and click the Save icon.
.png)
- You can filter out Unmapped Account(s) or Mapped Account(s) based on Code, Name, and Group to streamline your search.
.png)
This option allows you to delete a Line Item.
- Navigate to Maintenance > Planning Templates > Line Item Category.
- Click the Delete icon.
Click the Apply Filter icon to streamline the search of a Line Item based on Line Item Category Code, Line Item Category Name, Line Item Category Label, Created Date, Created By, Modified Date, and Modified By.
Click the Export icon to use options such as Print, Print Setup, and Export to Excel and export Line Item Category List.
Was this article helpful?