A tracking category works as a criterion, divided into individual options. Each option can be applied in your records resulting in customized reporting, depending on your needs.
For example, payments you receive can be made in a number of ways (criterion: payment methods). These methods can be divided into various options such as cash, bank transfer etc (options). This makes up one tracking category.
Creating tracking categories
In order to create your own categorization criteria, from the main menu select "Settings -> Tracking categories -> Add".
First, you should name the category you are about to create by filling in a Title. You will then have to specify which types of entries the tracking category will apply to.
A tracking category must explicitly define the type of records it will group. You can use them to categorize records of:
- Sales. Applies to both Invoices and Credit notes. You will also find them in recurring invoice forms, so that the resulting invoices get automatically tagged.
- Expenses and Purchases. Applies to Expenses, Bills and Supplier credit notes. You will also find them in recurring purchase forms, so that the resulting bills get automatically tagged.
- Payments received
- Payments sent. Once a payments sent category is created, it is also applicable on Expenses.
- Products / Services
Also, you can combine two or more of the above types of data, with the exception of Contacts.
A tracking category defines a list of options, i.e. the possible tags that a record can take. In the Options field you can enter as many options as your company needs.
But let's take a look at some examples that are very likely to be useful to you, regardless of your activity.
> Always remember you can choose more than one tracking categories for the same record, as long as the tracking category applies to their type.
Example No 1
Sort by payment method
A very useful categorization of records is based on the method of payment (purchases and / or sales). Depending on how the documents are paid, you can obtain useful reports.
From the Settings menu, click Add and fill in the required fields. In the example below you can see how to classify records based on the payment / receipt method.
This way, you can view a report about which payments were made in cash or in various bank accounts that your company may have, once you assign records to these options.
Click +Add new option to create as many categorization options as you need.
When your're done, click Save.
Example No 2
Categorization of invoices based on salesperson/business associate
Another useful categorization, this time applied on sales (invoices) is the name of your associate or salesperson who closed the deal. This can help you with evaluating the success of your personnel through reporting. The options you can create here can be the names of salesmen, departments or even organizations outside your own that promoted your services.
The image below might give you a clear image of how to create this categorization.
Assigning records to tracking categories
> From the record's view / edit page
When creating / editing a record, you can set the tracking category you want it to follow. First, you need select the tracking category, then one of the options you divided it in and then click Save.
By clicking Add New, you can create a new tracking option on the spot, instead of visiting the tracking categories menu, as a shortcut.
You can assign a tracking category from each document's view page, after having saved it.
> From the tracking category's view page
After saving a category, you will see that the individual options now appear below it so you can assign records to them in bulk directly from its view page.
If you click on the record type of each option (here purchase records), you can choose to add records (+) so as to categorize them as appropriate.
Check the box of each record you want to associate with that option and click Assign # to [option], found at the bottom of the window.
Elorus will categorize the entries immediately which will disappear from the list of untracked records for this option.
<Important> You cannot delete a tracking category if there are any records associated with it. In order to delete it you must first disassociate the records from the tracking category, by following the instructions given below.
Removing tracking categories from records
> From their view page
If, for some reason, you need to disassociate a record from a tracking categories, you can do so through the record's view page.
By clicking on Edit, then the (X) next to it and finally Save, the tracking category will no longer apply on that record.
> Bulk disassociation
From the tracking category's view page select the option you wish to disassociate, click the arrow next to the record type, and the number of records that are assigned to it will appear.
Then, click on the number of records and a window containing details about these records appears.
Select the entries you wish to untrack from the list and click on Remove # from [option].
Archive tracking categories
Every category can be disabled at any time, if you feel you no longer need it. From the tracking category view, you can select "..." (more) and hit "Archive"
This means that this category will no longer appear as an option when assigning records from their view page.
You can also from the list inside tracking categories menu. Just check the boxes of the tracking categories you wish and select Actions -> Archive selected.
Similarly, you can navigate to the list of archived and proceed with Actions->Activate selected to enable a tracking category previously archived. You can use the buttons on your right to change lists.
Once you have categorized your records, you get useful insights through the reporting section, both for the summary and the detail reports.
The summary reports can help you monitor the distribution of amounts among the various category options. Given a type of records (e.g. invoices, purchase invoices etc.), Elorus will generate a separate graphic chart for each tracking category applying to that type.
When it comes to detail reports, tracking categories can be used in three ways:
- Filtering. For each active tracking category, you can filter the report results by a specific category option (e.g. filter operational expenses only).
- Grouping. You can group results by any tracking category (e.g. group by expense type) and view individual records and subtotals for each category option.
- Columns. For each tracking category, you can add a separate column in the report results. The column will display the category option associated with the corresponding record.