The data you enter in the account settings will appear in the Account menu.
- Category
This category is added to the Account menu and the cash book report section. When an invoice is created for this category, the category-wise cash book report will be shown.
Adding a Category
Click the Add Category button.
Enter the category name.
Check whether the category falls under Income Head, Expense Head, or Both.
Click Submit.
Editing a Category
Follow the same process as adding a category.
Click the Edit icon, make the necessary changes, and click Update.
Activating/Deactivating Items
To change the status of an item, click the Action option and select the Active/Inactive icon.
If the item is active, you can make it inactive. When inactive, it will not be shown anywhere.
Deleting a Category
To delete a category, click the Delete icon.
- Sub Category
This sub-category is added to the Account menu, invoice, and expense sections. When you click the sub-category name in the invoice or expense section, the amount is automatically added and reflected in the cash book report. When an invoice is created for this sub-category, the sub-category-wise cash book report will be shown.
Adding a Sub-Category
Click the Add Sub-Category button.
Select the category under which you want to create the sub-category.
Check whether the sub-category falls under Income Head, Expense Head, or Both.
Enter the price that will be shown in the invoice and expense sections.
Check if VAT should be added to the invoice or expense. If VAT is checked, it will be automatically calculated based on the submitted percentage.
Click Submit.
Editing a Sub-Category
Follow the same process as adding a sub-category. Click the Edit icon, make the necessary changes, and click Update.
Activating/Deactivating Items
To change the status of an item, click the Action option and select the Active/Inactive icon.
If the item is active, you can make it inactive. When inactive, it will not be shown anywhere.
Deleting a Sub-Category
To delete a sub-category, click the Delete icon.
- VAT
Adding VAT
If you add VAT, it will automatically calculate the amount based on the sub-category price in invoices and expenses, provided the sub-category has VAT permission.
Editing VAT
To edit VAT settings, follow the same process as adding VAT.
Click the Edit icon, make the necessary changes, and click Update.
