Enhanced interface

Revenue recognition categories—AR or Order Entry

This list supports the enhanced lists interface. Learn more about using enhanced lists.

When a user terminates a revenue recognition schedule or places it on hold, the user may optionally select a revenue recognition category to indicate why the action was required. If the user selects a category, the category displays next to the applicable transaction line item in the Deferred Revenue Details report.

You can view, add, edit, or deactivate revenue recognition categories from either Accounts Receivable, Order Entry, or General Ledger. There's only one set of revenue recognition categories in Intacct. Regardless of where you access the revenue recognition category list, you’ll be working with the same set of data.

Subscription	Accounts Receivable General Ledger Order Entry Standard or Advanced Revenue Recognition
Regional availability	Australia Canada South Africa United Kingdom United States
User type	Business Employee Project Manager Warehouse
Permissions	General Ledger, Accounts Receivable, or Order Entry: Revenue recognition category: List, View, Add, Edit, Delete
Restrictions	Only Business users can Add, Edit, View, or Delete revenue categories. Employee, Project Manager, and Warehouse users can only List revenue categories.

About revenue recognition categories

Sage Intacct provides four standard revenue recognition categories. You can add more categories, and edit or deactivate them, according to your business needs.

Default revenue recognition categories

Category	Description
Collectability	Uncertainty whether the cash can be collected.
Delivery Commitment	Product or service has not been delivered.
Dispute	Pricing or term disagreements.
Legal	Pending lawsuit or legal requirement.

Add a revenue recognition category

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition and select Add (circle) next to Categories.
- Go to Order Entry > Setup > Revenue recognition and select Add (circle) next to Categories.
In the Name field, type the revenue recognition category name.
In the Description field, type a meaningful description.
Use the Status dropdown list to indicate whether the category is active or inactive.
Select Save.

Edit a revenue recognition category

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition > Categories.
- Go to Order Entry > Setup > Revenue recognition > Categories.
Find the category that you want to edit.
Select Edit at the end of the row.
Edit the Description or Status.
Select Save.

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition > Categories.
- Go to Order Entry > Setup > Revenue recognition > Categories.
Select Edit next to the applicable category.
Edit the Description or Status and select Save.

View a revenue recognition category

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition > Categories.
- Go to Order Entry > Setup > Revenue recognition > Categories.
Find the category that you want to view.
Need help finding a category?
- Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.
- When you access the list from the top level, you initially only see records created at the top level. To see records created within entities, select Filters and then select Include entity records. Select Apply to update the filter.
Select the category's name to view it.

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition > Categories.
- Go to Order Entry > Setup > Revenue recognition > Categories.
To view inactive categories, select the Include inactive checkbox.
If you accessed this page from the top level of a multi-entity shared environment, you can view categories created in all entities by selecting the Include private checkbox.

Don't see Include private on your page?

The most common reason that you do not see this feature is that you're using a custom view.

When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

To see the options again, switch back to View All. See Custom views for more information.
To view the details for a category, select View next to the desired category.

Deactivate a revenue recognition category

You cannot delete a revenue recognition category because it affects transaction history. If you no longer want to use a revenue recognition category, you can deactivate it.

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition > Categories.
- Go to Order Entry > Setup > Revenue recognition > Categories.
Find the category that you want to deactivate.
Select Edit at the end of the row.
Select Inactive in the Status field.
Select Save.

Do one of the following:
- Go to Accounts Receivable > Setup > Revenue recognition > Categories.
- Go to Order Entry > Setup > Revenue recognition > Categories.
Select Edit next to the applicable category.
Select Inactive in the Status field and select Save.

Field descriptions

The following table describes each item in the Revenue recognition category page.

Revenue recognition category page field descriptions
Field	Description
Name	Name of the revenue recognition category. The name will appear in the Category dropdown list for users to select.
Description	Description of the revenue recognition category.
Status	The default status is Active. If you’re no longer using this category and do not want it to appear in dropdown lists, choose Inactive. You can still view inactive categories by selecting the Include inactive checkbox in the Revenue Recognition Categories list page.