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Phoenix - User Help

Navigation: Financial > Configuring Financials > Setting Up Categories

How to use a Set of Categories from an Old Set of Books

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It is possible to copy the categories you have used in one set of books into another set of books that you have.  To do this you first have to save the categories from the existing set of books to a Predefined List:

1.Open the existing Set of Books.

2.From the Tools menu bar select Options.

3.On the General tab tick the “Save Categories to Predefined list” .

4.Close the Options window.

5.Simply follow the Create a Category from a Predefined List steps.  The set of books with the Categories already set up will be available for selection under the Predefined Categories dropdown list.

See also: Customising Phoenix

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