Category Definitions

Use Category Definitions to assign account code ranges to account categories. Define a range for each required category: asset, liability, fund balance, revenue, and expense. Gift and transfer are optional categories.

From Settings, select General ledger, then select GL setup, Account setup, and Category definitions.

For related settings, review Account Setup to configure account structure, invalid segment combinations, and default descriptions.

Edit Category Definitions

Update the starting and ending numbers for required categories and optional categories you use.

1. Under Category definitions, select Edit.

2. Update the beginning and ending numbers for the category code ranges.

3. Select Save.

Note: Keep code ranges separate so they don't overlap. You can edit ranges after setup.

Tip: Keep category ranges sequential. When an optional category is unused, reserve its corresponding code range for future use.