Can I add a new category if needed?
Yes, you can.
To add a new expense category, perform the following steps:
- Go to the Accountant module and select Chart of Accounts.
- Click on + New Account.
- In the pop-up that follows, provide a name, select Expense from the Account Type drop-down and enter a decription if necessary.
- Finally, click Save for the changes to take effect.
Note: You may also create a new expense account while creating expenses. To do that, select + New Account from the Expense Account drop-down in the Record Expense screen.