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Slide notes: In this tutorial we discuss Ratings, Categories and Groups, and before we go into the specifics, we need to point out that these concepts apply equally to Accounts Payable (Creditors) and to Accounts Receivable (Debtors).

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Slide notes: So we find these options at AP.

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Slide notes: And we also find them at AR.

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Slide notes: In fact, for each Customer Account, whether AR or AP, we will always have these 3 flags present: Rating, Category and Group.

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Slide notes: Likewise at AP Accounts, we find Rating, Category and Group.

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Slide notes: Now we look at the Rating register, which is the same as found in AP as it is in AR.

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Slide notes: Ratings are generally used to indicate how the Account is rated, but the labels can be selected to suit you, and you can have as many different Ratings as you wish.

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Slide notes: Next, we look at the Categories.

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Slide notes: From this list, it is clear that the Categories are used in very specific ways. Although both AR and AP Accounts can be categorised for Trade, and this is the norm, they can also be Legal, Insurance, Property Management or for other specific categories. The category therefore is a "class" of Account which in some cases the system will recognize and validate, and in others it serves simply as a distinctive tag that can also be used for Account selection.

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Slide notes: All Categories are further sub-categorised as Trade or Other.

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Slide notes: Once again, in addition to the standard Categories, you can have as many in addition as you may want.

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Slide notes: Next, we look at the Groups. The Groups can be designed to suit you in any way that you wish to group your Accounts for selection or recognition, as long as there is at least 1 Group, but you can also have as many as you want.

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