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 Accounting categories
In Orbit MissionControl, open Settings and choose Accounting categories.
Add a category
Choose Add category, then enter an Identifier, a display name and an optional description. The identifier is the category's stable key and cannot be changed after creation.
Add aliases and references
Add subtype Aliases to match existing line items automatically. You can also add External references as key and value pairs for accounting integrations.
Save the category
Optionally enter a Default amount, Unit and Default VAT percentage. Leave Active selected if you want the category available for new assignments, then choose Create.

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 Accounting categories

In Orbit MissionControl, open Settings and choose Accounting categories.

Add a category

Choose Add category, then enter an Identifier, a display name and an optional description. The identifier is the category's stable key and cannot be changed after creation.

Add aliases and references

Add subtype Aliases to match existing line items automatically. You can also add External references as key and value pairs for accounting integrations.

Save the category

Optionally enter a Default amount, Unit and Default VAT percentage. Leave Active selected if you want the category available for new assignments, then choose Create.

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