Accounting categories

Set up accounting categories and assign them to order line items in Orbit MissionControl.

Accounting categories help you group order line items for the accounting system used for invoice drafts and purchase orders. Set up categories in Orbit MissionControl, then assign them to line items or let subtype aliases match them automatically.

Set up categories

Open Categories
In Orbit MissionControl, open Settings, then Accounting, and choose Categories.
Add a category
Choose Add category in the last row of the table. Enter a display name, and Orbit MissionControl fills in the Identifier from that name. The identifier is the category's stable key and cannot be changed after creation.
Add more settings
Open More settings to add a description, subtype Aliases, External references, or defaults for new line items. Aliases match existing line items automatically. External references are key and value pairs for accounting integrations.
Save the category
Optionally enter a Default amount, Unit and Default VAT percentage under More settings, then choose Create.

To change a category, choose its pencil icon in the table. To prevent it from being selected for new line items, turn off its Active switch in the row.

Match categories with aliases

An alias without an asterisk matches a line item's subtype exactly. Add an asterisk at the end to match subtypes that start with the preceding text. For example, marketplace-* matches marketplace-home and marketplace-office.

An explicitly assigned category takes precedence over aliases. Alias matching uses active categories. If no category matches, the line item remains uncategorised until you assign one.

Assign a category to a line item

In a line item editor, use Category to choose an active category. If an active alias matches the line item's subtype, that category is selected automatically. Choose None to leave the line item without a category.

Activate or deactivate a category

Turn off Active to prevent a category from being selected for new line items. Existing line items can keep their category; the inactive category remains visible on those lines but cannot be selected again. Turn Active back on to make it available for new assignments.

Can I change a category's identifier?

No. The identifier stays the same after creation. You can edit the category's other settings.

What happens when no alias matches a line item?

No category is assigned automatically. Choose a category in the line item editor or leave it as None.

Set up categories

Open Categories

In Orbit MissionControl, open Settings, then Accounting, and choose Categories.

Add a category

Choose Add category in the last row of the table. Enter a display name, and Orbit MissionControl fills in the Identifier from that name. The identifier is the category's stable key and cannot be changed after creation.

Add more settings

Open More settings to add a description, subtype Aliases, External references, or defaults for new line items. Aliases match existing line items automatically. External references are key and value pairs for accounting integrations.

Save the category

Optionally enter a Default amount, Unit and Default VAT percentage under More settings, then choose Create.

To change a category, choose its pencil icon in the table. To prevent it from being selected for new line items, turn off its Active switch in the row.

Match categories with aliases

An explicitly assigned category takes precedence over aliases. Alias matching uses active categories. If no category matches, the line item remains uncategorised until you assign one.

Activate or deactivate a category

Can I change a category's identifier?

No. The identifier stays the same after creation. You can edit the category's other settings.

What happens when no alias matches a line item?

No category is assigned automatically. Choose a category in the line item editor or leave it as None.

Accounting categories

Set up categoriesCopy Anchor Link

Match categories with aliasesCopy Anchor Link

Assign a category to a line itemCopy Anchor Link

Activate or deactivate a categoryCopy Anchor Link

Related articles

Set up categoriesCopy Anchor Link

Match categories with aliasesCopy Anchor Link

Assign a category to a line itemCopy Anchor Link

Activate or deactivate a categoryCopy Anchor Link

Set up categories

Match categories with aliases

Assign a category to a line item

Activate or deactivate a category

Set up categories

Match categories with aliases

Assign a category to a line item

Activate or deactivate a category