Articles
Categories (Pro)
This categories group financial transactions into user-defined categories for reporting purposes. A category may be a department within your company; a geographic location; a division of service; a profit center; or anything else that provides val...
Add a Category
Categories are used for grouping income and expense transactions to produce departmentalized profit and loss statements. From the main menu, arrive at the Categories setup with this path: Setup > Accounting > Categories. The Categories list will b...
Delete a Category
To delete a Category, from the main menu, arrive at the Categories setup with this path: Setup > Accounting > Categories. The Categories list will be displayed. Locate the Category you want to delete, and then click on the Delete button. Note : ...
Edit a Category
To edit a Category, from the main menu, arrive at the Categories setup with this path: Setup > Accounting > Categories. The Categories list will be displayed. Locate the Category you want to edit, and then click on the Edit button. The Edit Ca...