Category reports
Follow up on business areas, regions or your users!
Categories give you insight into the companyâs different parts and give you the chance to make smarter decisions based on how things are actually going.
Why categories?
With categories you can follow up the companyâs accounting according to your processes and ways of working. Instead of seeing the whole companyâs figures straight up and down, you can split costs and revenue into different areas that are relevant for your particular follow-up.
If you do not have categories but would like them, contact your Kleer consultants and they will help you.
How are categories built up in Kleer?
Categories in Kleer are built up in two levels. First there is the category itself, which can be business areas, regions or other follow-up areas. In addition there are underlying entries, which are really subcategories of the larger areas you have created. First and foremost this means that you can follow up on both larger areas and smaller parts of the business, by sorting and showing the income statement for a specific area.
Mandatory categories
If you want every transaction to be followed up in a specific area, this can be arranged. In the settings for categories you can make sure that every transaction requires an entry with a category in order to be saved. The system then cannot save a transaction that lacks a category. This forces you to categorise your revenue and costs when you authorise invoices, or if the Kleer consultants help you book a transaction manually.
User categories
If you follow up the result per employee, you can activate user categories. A category called User is then created automatically, and each name becomes an entry in the category. All salaries and expenses are then automatically tagged with a category for the user concerned.
Permission-controlled income statement per category
If you use categories, you can give individual employees permission to see the income statement for the area you choose. You can also choose whether they should see the transactions including the supporting documents or not. See more about the function in the video guide.
What can you see and administer in the category reports?
Under Other reports there is a heading called Category reports, for the companies that use categories. Here you see the categories that the company has, and if you click into them you see the whole list of entries under them. Here you see, among other things, revenue, costs and the margin in figures and percentages.
In this view categories can be administered. For example, you can close ones you do not use and also create new ones. You can also add permissions to each category, and of course also click into the report itself.
The category report vs the income statement per category, what is the difference?
Sort the income statement per individual category
In the income statement you can choose to sort on category or category entry, and you then see the revenue and costs that are booked for this area.
See the result directly under the category reports
The category report shows the same income statement as if you sort the income statement on a specific category, but here the income statement is followed by a list of all the transactions that make up the figures you see in the report.
Who can see the category reports?
Finance managers
Finance manager is the role for the person who should be able to see everything in Kleer, often the CFO, the CEO or a finance administrator. That permission includes this report too.
Full read access
Your auditor, potential investors and board members. There can be people around your company who should be able to see all the accounting and all the information, but not be able to do anything administrative in the system. They see all parts of the system.
Employees with permission to categories
You can give your employees permissions to individual categories. They can then see the specific areas that you want to share.
Project managers
As a project manager you see the category reports for the projects that you are responsible for.