Cashbook categories
| What By creating cashbook categories, the cashbook entries can be better sorted. Where Admin: Accounting > Cashbook categories > Add category. |
The creation of cashbook categories enables better sorting of cashbook entries.
Once the category has been saved, it automatically appears in the dropdown when creating income or expenses.
The cashbook categories can be created under Admin: Accounting > Cashbook categories > Add category.
Enter a name and select a store.
The category can be selected for income and expenses under:
- POS: Dashboard > Cash journal > Add entry and under
- Admin: Accounting > Cashbook > Add entry.
POS:
Admin:
Example: Category drop-down menu for revenue in the POS.
In addition, the cashbook can be filtered by category under Admin: Accounting > Cashbook.
After selecting the filter, click on "Refresh".