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Managing Revenue Categories in Event Temple

Admins can manage Revenue Categories in Event Temple by editing, archiving, or deleting them. Learn best practices, restrictions, and how to maintain accurate reporting across bookings and financial reports.

Revenue Categories classify revenue across your bookings, menus, and packages. They allow you to:

  • Track income consistently across events and departments

  • Organize items for reports like Catering Revenue Report or Group Pace Report

  • Improve financial clarity and decision-making

Common examples: Food, Beverage, AV, Setup, Room Rental, Miscellaneous


Access, Create and manager your Revenue Categories

  1. Go to Settings → Fields → Revenue Categories

  2. Click New Revenue Category

  3. Enter a Value Name (e.g., “Equipment Rental” or “Decor”)

  4. Select a Group (e.g., Food, Beverage, Miscellaneous)

  5. Choose whether it applies to All Organizations or a specific property

  6. Click Save

Manage your Revenue Categories in Settings->Fields->Revenue Categories page

Each Revenue Category must be linked to one of the hard coded Revenue Groups. To learn more about revenue groups see this article:

Editing and Managing

From the Revenue Categories table, you can:

  • Archive: Hide categories no longer in use while keeping historical data

  • Edit: Update the name, group, or assigned organizations

  • Delete: Permanently remove a category (only if not linked to existing items)

  • Show Archived: Toggle to view archived categories

When you make changes to a Revenue Category in your Settings (such as modifying its name), any Menu Items connected to it will automatically update. For example, if the Revenue Category "Food" is linked to the Menu Item "Bananas," renaming that category will instantly apply the change to the "Bananas" item as well.

Show Archived Revenue Categories toggle, Edit, Archive, Delete buttons

⚠️ Note: Deleting or renaming a category in use can affect historical reporting and may be restricted.


Default Revenue Category

The Default Room Rental Revenue Category defines which category is automatically assigned to space or room rental items. If the Room Rental Revenue Category has not been set, you will see a flag above your Room Blocks on your Bookings, as well as a banner at the top of your Revenue Category settings. Please ensure the correct Revenue Category is assigned.

💡 Tip: Choosing the correct default ensures all space-related revenue is accurately classified in reports.


Why Consistent use of Revenue Categories Matter

  • Accurate financial reporting

  • Clear insight into revenue sources

  • Alignment between Event Temple and your accounting system

Examples of use:

  • Food & Beverage: Catering items linked to menus/packages

  • AV or Setup: Technical services or room prep charges

  • Room Rental: Space hire revenue tracked separately

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