5. Categories

🗂 Creating Financial Categories

Creating expense categories is required before performing financial operations.

Without created categories, the system will not allow transactions (expense, income, or transfer) to be processed.

📍 Where to create a category?

1. Go to the Admin panel
2. Open Finance → Categories
3. Click “New category”

📝 What data needs to be filled in?

• Category name
  For example: Suppliers, Rent, Salary, Marketing, etc.
• Category type
  Choose one of the options:
  • Income — for recording incoming funds
  • Expense — for writing off funds
  • Transfer — for internal transfers between accounts
• Show in cash register (Yes / No)
  Determines whether the category is available for selection when processing transactions in the POS.
• Include in statistics (Yes / No)
  Determines whether this category is included in financial analytics and reports.
• Comment (optional)
  Additional information or clarification about the category.

✅ Completion

After filling in all required fields, click “Add”.

The category will be created and available for use in financial operations.

⚠ Important to remember

• Financial operations cannot be performed without categories
• The correct category type affects reporting
• It is recommended to set up the category structure in advance for better analytics

Properly structured categories are the foundation of transparent financial accounting and quality analytics 📊