Can I arrange the order of categories?

You can arrange the order of category groups. These are blue lines within the Income & Expenditure Summary (by Fund) report. You will see them on the Income & Expenditure Category Settings screen.

To manually adjust the order of category groups (blue lines) you need to go to:

• Settings -> System Settings
• Scroll down to the Reports section
• Click the 'edit settings' button to the right
• Select 'Sort by Position' int he drop-down menu.

You will then see up/down arrows on the category settings screen that allow you to change the order of category groups in your reports.

You can't change the order in which categories appear within a category group. They will always be alphabetical.

If you wish to order categories within a category group then you will need to do this by appending the category name with a letter or number e.g. 01 Room Hire, 02 Donations etc.

But usually, this isn't necessary. It's just the category group order that organisations like to adjust and reports are more easily readable where the category order is left as alphabetical.

To better understand the Finance Reports module, please view the module overview video here.