---
title: Account setting
description: "The data you enter in the account settings will appear in the Account menu. ### **1. Category** This category is added to the Account menu and the cash book report section. When an invoice is created for this category, the…"
url: "https://medpilot.app/help/account-setting/"
updated: "2025-12-29"
category: Setting
---

# Account setting

The data you enter in the account settings will appear in the Account menu.

### **1. 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**.

![](https://medpilot.app/wp-content/uploads/2025/04/9-1.png)

**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**.

### **2.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.

![](https://medpilot.app/wp-content/uploads/2025/04/10-1.png)

**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**.

### **3. 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.