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
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.
Creating a New Revenue Category
Go to Settings → Setup Values → Revenue Categories
Click New Revenue Category
Enter a Value Name (e.g., “Equipment Rental” or “Decor”)
Select a Group (e.g., Food, Beverage, Miscellaneous)
Choose whether it applies to All Organizations or a specific property
Click Save
