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How and where to apply categories to your accounting data?

Understand how to apply categories to your accounting data

Jordan Edrich avatar
Written by Jordan Edrich
Updated over a week ago

It may be useful to read our companion article to this piece, explaining how applying the correct categories to your accounting data is key to calculating the most accurate carbon footprint.

Step-by-step - how to review, edit and apply the correct category to your suppliers and transactions

Note: this step by step guide can also be found within the 'getting started with Sage Earth' collection of articles.

1. To find this feature, you can click the 'suppliers' tab in the left hand menu - as seen in the screenshot below. Simply select whether you wish to apply categories to your suppliers or transactions from the tabs at the top of the page (also seen below).

The screenshot below shows the interface for applying categories to transactions. Simply review the filters at the top of the page to find the transactions you wish to review: you can choose from 'all', 'categorised' or ' uncategorised'. Then proceed to either 'add category' when there is none applied, or 'edit' to make any changes to an inaccurate category.

2. To apply categories to suppliers, the display changes a little into that which can be seen below. You can see a list of suppliers, the number of transactions belonging to that supplier and the total carbon emissions belonging to each. If you need a little more context to find the correct category, then you can expand to see more details about each of the transactions for each supplier by clicking the '+' symbol on the far right hand side.

Note: we recommend attempting to review all your suppliers, and ensure all your suppliers and transactions have categories applied - but making a regular habit to keep those uncategorised numbers down is the best thing to do.

Remember, even though Sage Earth does most of the heavy lifting for you - carbon accounting requires new behaviours from you and your business, so it's best to consider how this can work on an ongoing basis.

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