Line Item Category List

Set Up Line Item Categories

1. Navigate to Maintenance > Planning Templates > Line Item Category.
2. Click Line Item Category.
3. Click Add.
   
   
4. On the Add Line Item Category page enter a code and name to identify the line item category.
5. Now, map the accounts you want included in your budget. To do so, select the account in the Unmapped Accounts pane and click the forward arrow.
   
   
6. Continue to set up as many line item categories as needed.

Once Line Item Categories are set up, you'll perform template setup. Click here to learn more on how to set up the line item template. After setting up the template, and when you open the template in the input mode, you will notice that how the line item category accounts match the accounts loaded into the template.