How to add a new expense category

Objective:

This document will guide you through the steps to create a new expense category. This new category can be used on the next new transactions inserted on the Ledgers.

Procedure:

    1. As an admin user, go to Admin -> Settings

    2. Once opened, go to "Ledger Categories":

    3. Click on "Add new Category":

    4. The new category will appear as the last item on the list:

    5. Now, the user can change accordingly. In this example, we added a new expense category with the name "Food". The "Expense (cash debit)" remained as "Yes" and the "Sales (cash credit)" remained as "No". The configuration indicates that cashier will pay for the food, and the money will come out of the Ledger. As the new category is active, we kept the last dropdown as "No".