To create a new category:
The New Category screen appears.
Field | Description |
---|---|
Name | Give your Category a name. |
Code | You have the option to now give your Category a code. This may be a shorter name. |
Default Account | Choose from the accounts that you have set up as the default account for this Category. This can be overridden for one-off transactions. |
Allow Payment Configuration | Tick this box if you will be allowing this category to be given a payment configuration – that is, allowing it to be paid over a period of time. |
Description | Enter a more detailed description if you desire. |