USER GUIDE
User Guide
Other Financial Entries / Financial entry categories
Financial entry categories
Financial entry categories
Categories can be managed under Master Data > Categories.
Managing categories
This is a simple CRUD interface with a single name field. You can create, edit and delete categories. Categories are used to group financial entries for filtering and reporting.
Inline creation
You can also create new categories directly from the financial entry form — click the + button next to the category dropdown.