Custom financial categories

The system has financial categories of income and expense transactions to record the company's funds flow. They are described in this article, and are not changed.

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• How to add an individual financial category
• What types are available
• How to account for a particular category
• How to analyze an individual expense/income category
• Removing an individual category

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How to add an individual financial category

The existing categories are sufficient for most purposes, but you can add an individual expense or income category if necessary. To do this:

1. Navigate to the POS – Finance – Types page.
2. Click on + Create a new type in the upper right-hand corner.
   
3. The required attributes are Name and Type.
4. You can select an icon and its color for convenience:
   
   

What types are available

When creating an individual payment item, several transaction types are available:

1. Expense and Income - decreasing and increasing the cash register account. Use for transactions that need to be recorded in the financial statements.
2. Deposit and Withdrawal- act similarly but do not affect reports such as P&L.

How to account for a particular category

Let's take the 'Taxi reimbursement' category from the previous example. To mark such expenses, use the POS – Finance – Overview page.

Select the required cash register for accounting, click on the menu with three dots, and then – Account expenses:

Specify the amount, and be sure to select the type of transaction. In our case, this is a previously created category:

How to analyze an individual expense/income category

To summarize the expenses or income for a particular category:

1. Proceed to the POS – Finance – Transactions page.
2. Use the categories filter to select the required item.
3. Set date, account, location, and other filters as needed.

The resulting list can be exported to a spreadsheet file via the Options – Download transactions menu.

Removing an individual category

Navigate to the POS – Finance – Types page. Find the created category in the list and click on the button with three dots. Select the required action in the menu that appears: edit or delete.

System payment categories can't be deleted or edited.