BIZZ WIZZ LEDGER
CATEGORY MENU

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale ,  Business Name , Diary ,  Wages , Document Manager , Unlock , Backup

See Also :  Ledger Terms , Ledger Menu , Category List  , Add / Change Record ,  Transaction Lists , End of Year Procedure , Bank Reconciliation , Import bank

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

How to set up Ledger.  (Down loads from web)

Category creation is done through the SET UP LEDGER tab on the main menu of ledger.  When you are on this screen click on Change Categories & BAS Codes button which will take you to the screen below

Please note that the picture below is the same format for:   

1. Select Category  when selecting a category just highlight the category in some cases you can pick more than one category.
   Button on this form may let you select other combinations .
   Use the Tabs at the top of the list to Select Income or Expenses
   Press Select  Ok  to go to next window
    

2. Change Category

Selecting Category:
The Category list can be Income or Expenses by clicking on the Tabs at the top of the list.  The button's on the right can also Select in some modes.
NOTE: You can also highlight more than one category to get listing in find modes.  (Hold down the [Ctrl] key and click other categories with mouse) 
 

Add and Editing Categories:
If you need to edit  any Expense or Income category, highlight the category name, click on [Edit Category] to open the [Change Category] page to make the changes.
If you are making a new category choose a blank line then click on [Edit Category] which will open the [Change Category] page. Enter the new name in the Category Name field 

Default Bank Number- you can set the default bank number for this category, setting the default number does not mean  it is locked in, as it can be changed at any input. Set to 0 if the bank number for this category is changing all the time.   

If part of this category is for personal use you need to work out what percentage is personal.  You need to enter this amount in the box next to [Input Percent of Personal Use in this category OR 0 if none].
Next there are 5 Category group options to choose from: General, Sales, Capital, Other and Taxes. Each category has a brief description to help you choose which Category Group is most suitable for the category name.
Then enter the BAS Tax Code for that category.   

Change Category including Wizard:
If you need help to enter the categories BAS Tax Codes.  The wizard will help you to enter the categories BAS Tax Codes.  There are Seven options in the BAS wizard. Tick these options if they are TRUE, and then click on the [Build Codes] button. The Wizard will automatically enter the most suitable BAS Tax Codes into the tax fields. You should then click OK to save the data you have entered. You also have two buttons that show [OK Previous] and [OK Next]. This will let you move between the other categories  to make any changes needed.

Guide to setting bas codes

   ****** PLEASE NOTE ******      

VERSION 16 must have GROUP and BAS CODES entered.

HOW TO SETUP CATEGORIES IN BIZZ WIZZ LEDGER

   Expenses                CAPAL = Capital   GENAL= General                                          Amount             Tax          Personal

Income                                                                                                       Amount             Tax            Personal

 NOTE THIS CHART IS ONLY A GUIDE                                                                                       F = Full Amount
IF YOU NEED MORE INFORMATION                                                                                          N = Net Amount
RING BIZZ WIZZ ON 93591921                                                                                                   T = GSTax in Full
                                                                                                                                                          TC = GSTax Claimable
                                                                                                                                                          Including GST on any Personal
                                                                                                                                                          TP = GSTax Payable
                                                                                                                                                          P = Personal if Applicable 
 

See Also :  Ledger Terms , Ledger Menu , Category List  , Add / Change Record ,  Transaction Lists , End of Year Procedure , Bank Reconciliation