Back

Incomes Categories

Create new categories and assign them to income vouchers, allowing you to use them in advanced search operations and filter the results.

Steps of creating Incomes Categories

  1. Click on “Finance” from the main menu.
  2. Click on “Incomes”.
  3. Click on the gear icon “⚙”.
  4. Click on the button “New Category”.
  5. Enter the category details:
    • Name: The name of the category as it will appear in the categories list within the income screen.
    • Description: Provide a general description of the nature of the category.
  6. Click on the “Save” button.