Add Revenue Classification Cheat Sheet

How to Add a Revenue Classification through Create New and Bulk Upload in Orders and Receivables Application

Goal 1: Add a Revenue Classification through Create New

Revenue Classification is the process of categorizing income into different revenue streams or categories. This helps ensure that all earnings are correctly grouped, making it easier to track business performance, manage reporting, and support financial analysis.

Goal 2: Add a Revenue Classification through Bulk Upload

The Manager can add multiple Revenue Classifications using the Upload Data (Bulk Upload) button on the Fieldmobi Dashboard💻

Create Revenue Classifications as per the downloaded template

Save the Excel file in CSV Format

Choose the CSV File that you just created and upload data

Upon successful completion of the Bulk Upload, you should be able to see "Complete data has been uploaded without Error" message