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How to add transaction categories
How to add transaction categories

Categorize transactions to simplify reports. “Rent”, “Labour cost”, “Supplies” are expenses, and “Banquet service” category is an income.

Max Kovalchuk avatar
Written by Max Kovalchuk
Updated over a week ago

To add a transaction category:

  1. Go to Finances → Categories in the management console.

  2. Click Add at the top right.

  3. Enter category name. For example, “Rent”.

  4. To make it a subcategory select Parent category anything except the Main level.

  5. Choose allowed transactions for this category: Expenses or Income.

  6. Enable Display on the POS to allow this category to be assigned to the POS transactions.

  7. Press Save.

💡 Create transaction subcategories to detail your expenses. For example, "utility bills" is a parent category, and "electricity", "wastes", "water supplies", and "heating" are subcategories. To do it choose “Utility bills” instead of the Main level in the Parent category box.

Feel free to ask me if any questions left. I'll be back to help soon!

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