Categories are types of costs that are defined for a whole company. Categories are attached to category groups. Both categories and category groups are divided into types that correspond to the transaction types that are available in the section. For an employee to perform a transaction on certain categories, the categories must be specified in the setup for the employee.
Note |
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A category group and the attached category are always of the same transaction type. |
Topics about categories
Topic |
Description |
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Conceptual information about category types and category groups. |
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How to create categories and category groups. |
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Conceptual information about grouping transactions and attaching them to a category. |