Skip to main content

Create a financial category

Steps​

  1. In the left menu, click Financial.
  2. In the side menu, under Auxiliary tables, click Expense categories or Revenue categories.
  3. Click New category, type the Name and, if you want, a Description.
  4. Click Save category.

Done​

The category can be chosen in new bills and receivables. A category turned off in Active category stays in the history but cannot be used in new entries.