Step by step
- Open Expenses > Expense Categories.
- Press New (F3), type the Name of the category and press Save (F8).
- The list shows S/L, Name and Business. The pencil changes the name and the bin deletes the category.
- A user who can see all businesses opens Filter Options, chooses the Business and Branch and presses Filter.
- Type in the search box to find a category. Excel and Pdf export the list.
- When you add an expense, choose the category in the Expense Category (or Expense Ledger) column of each line.
Good to know
- A category is an expense ledger of your accounts (Direct Expenses). The list also shows the other expense ledgers of your accounts.
- A category that is used in an expense cannot be deleted, because it has ledger entries.
- A deleted category goes to Users > Recycle Bin and can be restored there for 90 days.
- Edit and Delete show only for the categories of your own business.
- The menu shows for a role with the Expense Category Add permission. The list, editing and deleting need Expense Category List, Edit and Delete.