This article will show you how to make changes to categories on Resident. This will allow you to utilise categories in different locations.


TABLE OF CONTENTS


Things to note before continuing:


 - Both Ground Rent and Service Charge categories are used for specific features and should never have their type changed, be deactivated or replaced.


- Any categories found inside Utilities and Assessments will disappear from these locations if they are deactivated in categories.


- If the End of Year categories are deactivated then you will not be able to create an End of Year pack for the blocks they are deactivated on.


Finding Categories


You will find the global categories page by navigating to 'Settings' > 'Categories'. 


The Parent Categories


This first page will display for you a list of what we call Parent Categories as shown below. These parent categories are used to organise the categories.



You will see on this page you have options to sort and search for the Parent Category you are looking for. The list will display the name, nominal code (if you have given one) and let you know whether it is active. You can deactivate the Parent Category by clicking the tick/cross button on the right. The 'Active' column will then show a cross.


We can open the Parent Category by clicking the eye icon button.


Here we can change details of our Parent Category if we would like and which properties it is available on.



The Categories


To amend the categories we must open the 'Subcategories' tab and we will then get a list in the same way as the Parent Categories. The list we are seeing here, though, is the categories we can use on the system for budgeting, recording supplier invoices, recording utility data etc. 


I have chosen the Banking Parent Category to look into and I can see that there are two Categories inside that I can amend if I would like to. On this page I can deactivate them in the same way as the Parent Categories. If I want to make any further changes I must open the category with the eye Icon.




Here I have opened the 'Bank Charges' category:


I can amend the following to suit my needs:


(Remember: The SERVICE CHARGE and GROUND RENT categories should NEVER be DEACTIVATED, REPLACED or have their TYPE changed.)


Name: This will change the name of the category globally. This category will now show as the new name on any new budgets, supplier invoices etc.

Nominal Code: This code can be entered if you have one in use for accounting. 

Type: This will dictate where and how this category shows up. Here is a list of options and what they provide:


    - Expense – Can be used for schedules/budget and suppliers’ invoices

    - Revenue – Can be used for revenue invoices

    - ExpenseAndRevenue – Can be used for both of above

    - Documentation – We can only store documents under this category and it is available under the 'Company info' section           inside a company

    - Report – Is listed in the 'Block' . 'Maintenance' > 'Assessments' section

    - ExpenseAndReport – Can be used in Assessment and Accounts

    - ExpenseAndDocumentation – Is visible in Company Info and in Accounts


You can use the 'Properties' tab to select which blocks these categories are available to.