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Overview:

The Revenue Categories window allows you to enter, modify, or view Revenue Categories, which you can use to facilitate summary reporting. Certain reports aggregate revenue by a Revenue Category.

PENTA allows you to assign a Revenue Category to contract line items, as well as at the costcode estimate level. This provides the means to run a report to review cost, estimated cost, and revenue at a Revenue Category level.

Benefits:

  • Allows for grouping contract line items into Revenue Categories for reporting purposes

Roles:

  • Accounts Receivable Manager

Location:

  • Billing & Accounts Receivable > Setup > Revenue Categories

Video:

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