Categories can be used to link expenses to the correct GL-account. Both the name and the accounting number will appear in your accounting report. Go to 'Settings' - 'Company Settings' - 'Categories'. You can continue with the 14 default categories or you can select the checkbox before the category and delete or disable them via the 'Actions'-button.

By clicking on a category-line, you can complete and finetune the category settings:

To have the possibility to create parent categories, you need to activate the feature 'Activate hierarchical categories' in the 'Advanced settings' before this option will be visible.

Categories need to be created per branch. To make your life easier, again we offer you a CSV-template to upload a batch of categories. You can download the template by clicking on the button 'Add categories'.

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