Revenue Categorisation

What is Revenue Categorisation?

Revenue categorisation lets you group your services into meaningful categories (like Sessions, Assessments, Groups, or Fees) so you can see where your revenue is coming from.

Instead of just seeing total revenue, you’ll now be able to:

See how much each type of service contributes to your revenue
Track how different services perform over time
Understand what drives your business at a glance

What you need to do

Before you can use category reporting, you need to map your billable items to categories.

This is a quick one-time setup, with occasional updates when new items are added.

👉 Your goal: Make sure all your billable items are assigned to the correct category.

How it works (simple overview)

We list all your billable items (services, fees, etc.)
We suggest categories where possible
You confirm or adjust the category
Once saved, your reports update automatically

Step 1 - Open the Category Mapping Page

Go to:

👉 Configuration → Revenue Categories

You’ll see a list of your billable items, including:

Item name
Code
Revenue
Suggested category (if available)
Current category

Step 2 - Review items that need mapping

By default, you’ll see items that need review (not yet mapped).

Focus on:

High-revenue items first
Items without a category

These have the biggest impact on your reports.

Step 3 - Use suggestions (optional but helpful)

The system will automatically suggest categories for some items based on common patterns.

Examples:

Fees → Non-clinical
ADHD Assessment → Assessment
Therapy Consultation → Sessions

You can:

Accept suggestions individually
Accept multiple suggestions at once

👉 You’re always in control - nothing is applied automatically:

Step 4 - Map items manually (if needed)

If no suggestion is available:

Select one or more items
Choose a category
Apply the change

You can map items:

One by one
In bulk (recommended for speed)

Step 5 - Use bulk actions to save time

To speed things up:

Select multiple items
Assign a category in one action

This is especially useful when:

Multiple items belong to the same category
You’re setting up for the first time

Step 6 - Save your mappings

Once you’re done:

👉 Click Save Mappings

This will:

Store your selections
Start updating your reports

What happens next?

After saving:

Reports start updating automatically
You’ll see a status indicator while this happens
This usually takes a few minutes

Once complete:

Your Financial dashboard will include category breakdowns

Step 7 - View your category reports

Go back to the Financial dashboard.

You’ll now see:

Revenue split by category
Trends over time
Insights into what drives your revenue

If something looks off:

👉 Go back and adjust your mappings - reports will update again.

Keeping your categories up to date

New billable items may appear over time.

When this happens:

You’ll see unmapped revenue
A prompt will guide you to map new items

👉 It’s a good idea to check this periodically.

Tips for best results

Start with high-revenue items
Use bulk mapping to save time
Don’t worry about getting everything perfect - you can update anytime
Check for unmapped items occasionally

Common questions

Do suggestions apply automatically?

No, you always review and confirm them.

What if I map something incorrectly?

You can update mappings at any time and save again.

Will this affect invoices or payments?

No, this only affects reporting.

How often do I need to do this?

Mostly once during setup, then occasionally when new items are added.

Need help?

If you’re unsure how to categorise something, start with the closest match - you can always refine it later.

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