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Expense Categories

< 1 min read

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  1. Click Expenses in the sidebar, under Sales & Billing. Click the cog button at the top right and choose Categories. You can also click Settings in the sidebar, open Sales & Operations and click Expenses.
    Expenses Cog Menu With Categories, Import And Export Expenses
  2. Each card under Expense Categories shows how many expenses use it, and whether it is In use. Use the search box or switch between grid and list.
    Expense Categories In The Expense Settings
  3. To add a category, click New Category, enter the Category Name and an optional Category Description, and click Save.
    New Expense Category Window
  4. To rename a category, click â‹® on its card and choose Edit Category.

Tip: you can also add a category while recording an expense: click + next to Expense Category.

Under Expense Defaults on the same page, Create Group Items on New Expenses adds a group to new expenses.

Feature Expense tracking: see what it does and how it fits your workshop.

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