Why Setup Line Item Categories

Why Setup Line Item Categories

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.

Some examples of line item categories are provided below.

In this example, the category is called Revenue and sales accounts are mapped

In this example, the line item category is called OpEx and it includes all operating expense accounts for an entity