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Categorizing Revenues & Costs
Categorizing Revenues & Costs

Organize Your Revenues and Costs with Clustering

Maarten avatar
Written by Maarten
Updated over a week ago

After you import your XML Audit File, you will likely have quite a few revenue and cost line items in your account. To categorize your line items to make reviewing Revenues & Costs simpler, try the Clustering Feature.

In the Financials section, head to the top right of Revenue or Costs and click "Edit". You can then scroll to the bottom of your Revenue or Costs tab were you will see "+ Add Category".

Simply add the categories you'd like to use to organize your Revenue or Costs, and then click and drag them in the order you'd like to have them. You can click and drag line items into the categories that they apply to.

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