category and department set up not exist

[EvonW]

We have jobs set up and we wish to use either department or category to bring some jobs to one department.

But when I follow the set up instruction, there is no "Turn on Category Tracking" option that I can tick. Same problem with enabling department.  I only have "Turn on cost centre tracking are require/not required to all transactions". How do I start on department and categories when those set up were not exist? 

[Earl_HD]

Hi @EvonW,

Thanks for your post, and welcome to the Community Forum! Please double-check by following these steps: Go to the Setup menu and select Preferences. Then, click on the System tab. Look for the option to Turn on Category Tracking. You can choose "Required" from the list if you want to make the selection of a category mandatory for all transactions. Please see this help article for more information: Categories

Feel free to post again, we're happy to help! 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Regards,
Earl

[EvonW]

I read the categories instruction before I made the post. However, there is no option for me under the system to do all those setting. Please see my screenshot attached. Thanks. 

[Earl_HD]

Hi @EvonW,

Thanks for your detailed response. When I open my test file now, it seems that this feature has been removed after the update. Also, only income and expenses can be tracked in jobs. I recommend posting a suggestion on our Product Ideas page. Your input can help improve our product! Please share any ideas or suggestions you have on our product ideas page.

Feel free to post again, we're happy to help!
Regards,
Earl

[Mike_James]

Hi @Earl_HD , @EvonW , categories have been renamed as Cost centres in 2024.3. 

Also it is possible to allocate jobs on transactions coded to the balance sheet; some job reports have an extra option to include balance sheet accounts, for example the Job Transaction Detail.