🧪 Beta: Revenue Categories for Smarter Reports are currently available to selected businesses. If you do not see this setting in your account, contact your account manager or MoeGo Support to check availability.
Revenue Categories let you organize your revenue reports around the way your business is actually structured — not just by MoeGo's default service types.
By mapping your service items, add-ons, packages, and memberships to custom categories, you can see a breakdown of revenue that matches your own accounting and reporting needs.
👉 See Smarter Invoice Reports Overview for the full list of reports in this suite.
What Revenue Categories are
By default, MoeGo organizes revenue by care type — Grooming, Boarding, Daycare, and Non-service sales. This works well for operational reporting, but many businesses need a different breakdown for accounting purposes.
For example, a multi-service business might want to report revenue as:
Grooming services
Bath services
Daycare
Boarding
Add-ons
Retail products
Memberships or packages
Revenue Categories are custom groups that sit on top of your services, products, and other sellable items.
Setup item | What it does |
Service, product, or item | The thing sold to the customer |
Care type or item type | How MoeGo organizes the item in your setup |
Revenue Category | How you want the item grouped in Smarter Reports |
How Revenue Categories work
Your existing setup may already have service types, product types, or care types. Revenue Categories do not replace those settings.
Once configured, your reports automatically show revenue split by your custom categories — no manual spreadsheet work needed.
They give you an additional reporting layer so owners and bookkeepers can review business performance in the way they think about revenue.
Revenue Categories work in two steps:
Configure your categories — create the revenue categories that match your business, and optionally set up parent-child relationships to group related categories under a single heading.
Assign items to categories — map your service items, add-ons, packages, and memberships to the appropriate category. Each item belongs to one category.
Where Revenue Categories appear
Revenue Categories can help you review reports such as sales and cash-basis sales reports.
Report area | How Revenue Categories help |
Sales reports | Review what was sold by business line or category |
Cash Basis Sales reports | Review cash-basis revenue by category |
Line item reports | See the category for each sold item |
📝 Note: Available grouping, filter, and column options may vary by report.
📝 Note: Items that have not been assigned to a category will appear as uncategorized in reports.
Limitations
Revenue Categories must be configured before they appear in reports. Reports will not show category breakdowns until items have been assigned.
Each item can only be assigned to one category.
Account codes are not supported at this time.
Revenue Categories cannot be assigned to payments, store credits, or deposits.
Parent and child categories
You can create parent-child relationships between categories to group related revenue streams together. For example:
Services (parent)
Grooming (child)
Daycare (child)
Retail (parent)
Products (child)
Packages (child)
In reports, parent categories show the combined total of all their child categories, giving you both a high-level and a detailed view in the same report.
Before you start
Decide how you want to review your revenue before creating categories.
Common approaches include:
Business goal | Example categories |
Review major business lines | Grooming, Boarding, Daycare, Retail |
Review service mix | Full Groom, Bath, Add-on, Walk-in Service |
Review product revenue separately | Services, Retail Products, Packages |
Match bookkeeping needs | Grooming Revenue, Retail Revenue, Package Revenue |
⚠️ Important: If an item is not assigned to a Revenue Category, it may appear as Category not assigned or a similar uncategorized value in reports.
Set up Revenue Categories
You need to complete two setup steps:
Create the Revenue Categories your business wants to use.
Assign each item to the correct Revenue Category.
Create a Revenue Category
Go to Settings > General settings > Accounting.
Open the Revenue category tab.
Click Add new revenue category.
Enter the Revenue category name.
Optional: Enter a Description.
Optional: If this category should sit under another category, select This is a subcategory, then choose the Parent revenue category.
Click Save.
💡 Tip: Use parent categories for broad business lines, such as Grooming or Boarding. Use subcategories when you want more detail, such as Full Groom, Bath, or Short-term boarding.
Assign items to Revenue Categories
Go to Settings > General settings > Accounting.
Open the Item list tab.
Find the item you want to categorize. You can use the search bar or the item filter.
In the Revenue category column, click Select for that item.
Choose the correct Revenue Category from the dropdown.
Repeat this for each item that should appear under a Revenue Category in reports.
📝 Note: Items that are not assigned to a Revenue Category may appear as Category not assigned or a similar uncategorized value in reports.
Review the result in reports
Open a Smarter Report that supports Revenue Categories.
Group, filter, or review the report by Revenue Category, depending on the options available in that report.
If an item appears in the wrong category, return to Settings > General settings > Accounting > Item list and update the item's Revenue Category.
FAQ
Q: Why do I see Category not assigned?
This usually means one or more items in the report have not been assigned to a Revenue Category.
To fix it, review your Revenue Category setup and assign uncategorized items to the correct category.
Q: Should Revenue Categories match my accounting software?
They can be designed to support your bookkeeping workflow, but Smarter Reports do not sync Revenue Categories to accounting software by themselves.
Q: Will changing Revenue Categories update old report data?
Yes. Revenue Category changes are not locked to the original transaction date. If you change an item's Revenue Category, past report data may also update based on the new category setup.
When the setup changes, reports use the latest setup logic instead of keeping the old category mapping.