Overing Categories

Overing Categories lets you manage the reasons why transactions might need to be voided in your organization.

To access Overing Categories settings:

Click on on the quick links bar from any page.
In the Settings window:

Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
1. Select Financial from the Filter drop-down list.
2. Click on Overing Categories from the List box in the left pane.

The following information is displayed on the settings page:

Description: The name of the overing category.
Sequence: The order in which the overing category is displayed in the Category drop-down list when creating or editing an overing on the Overings page.
Status: Active indicates that the overing category is presently included in the Category drop-down list when creating or editing an overing on the Overings page, while Inactive indicates that it's not.
Allow Pre-Entry:
- Yes indicates that overings created can be assigned the category even if the previous end of day has not been completed.
- No indicates that overings created can only be assigned the category if the previous end of day has been completed.

Create a New Overing Category

Go to Overing Categories settings.
Click on the Create button.
In the Create Overing Category window:
1. Enter the name of the category you want to create in Description.
2. Enter a number in Sequence (this number determines the order in which the categories will appear in the drop-down list).
  - It's a good practice to avoid assigning consecutive numbers when creating categories the first time and instead use numbers with large gaps between them (for example, 10, 20, 30 and so on). That way, in the future, new categories can easily be inserted in between as required.
  - If you would like the categories to be displayed in alphabetical order, set the sequence for all categories to the same number.
3. Click on the Create button.

A new category will automatically have Allow Pre-Entry set to Yes. This means that overings with the category can be created for the day even if the previous end of day has not been completed. If you don't want to allow overings with the new category to be created unless the previous end of day has been completed, edit the category created and change Allow Pre-Entry to No.

...Close

Edit an Overing Category

Delete an Overing Category

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.