Revenue Categories

To help define revenue your organization receives, you can configure categories to classify transactions, such as "Corporate giving," "Deposit only," or "Merchandise sales." When users add revenue transactions such as payments or pledges, they can assign a revenue category to the transaction. You can configure the revenue categories that best meet the needs of your organization. From Revenue, select Revenue categories under Configuration.

Under Revenue categories, you can view the categories configured for your organization and whether each category is active. To view inactive categories in the grid, select Filters and select Include inactive entries. Then, select Apply.