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.

• 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

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.