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Expense Categorization
The categorization feature allows you to organize your business expenses easily, helping you track expenditures and understand spending patterns accurately. You can create categories for various types of expenses such as salaries, electricity, rent, and more, facilitating organized and efficient financial account management.RETM
Steps to Add a New Category
- From the dashboard, navigate to "Expenses" and then select "Categories".
- Click on "Add" from the top menu.
- Enter the basic information for the category, including the name in Arabic and the secondary language.
- After verifying the entered data, click the "Add" button to save the new category.
Explanation of Required Fields When Adding a New Category
- Category Name in Arabic and Secondary Language: For example: Salaries, Electricity, Rent.
- Click "Add" to save the new category.
Editing an Existing Category
- Navigate to the dashboard, then to "Expenses", and then "Categories".
- Click on the category you wish to edit from the list.
- A window will appear containing the category data; make the necessary edits.
- Click "Edit" to save the changes.
Deleting a Category
- Navigate to the dashboard, then to "Expenses", and then "Categories".
- Select the category you wish to delete from the list.
- A confirmation window will appear; click "Delete" to permanently remove the category.
Frequently Asked Questions
Can I rename a category after creating it?
Yes, you can modify the category name at any time using the editing steps mentioned above.
Does deleting a category affect the expenses linked to it?
No, deleting the category will not affect the recorded expenses; they will remain saved without change.
Can I add a new category while recording expenses?
Currently, categories must be added in advance through the "Categories" section under "Expenses", and then you can use them when recording expenses.
Is there a maximum number of categories I can add?
No, you can add as many categories as needed for your business.
How can I view all expenses under a specific category?
You can view all expenses under a specific category through the "Detailed Expenses" report.
