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June 2, 2020
Question

How do I change or add categories. I have some groups that are missing and a lot are irrelevant

  • June 2, 2020
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1 reply

June 2, 2020

Hello Garry5, 

 

Welcome to the Community page, 

 

In order to add a category is if you go to the accounting tab on the left-handside>chart of accounts>New-top right>a box will appear if you fill it in, can name it what you like, and choose the account you want it to hit and what the detailed type is> once filled in click save and close. This will then show in your chart of accounts list. 

 

In order to change a category if you go to accounting>chart of accounts> click the drop-down arrow next to account history>click on edit>this will bring a small box up where you will be able to edit the information there so the name or the type of account it is>then click save and close. 

 

You are unable to delete any categories you don't want but you can make them inactive so they don't show in the list and if you do need that category again you just make it active again.

To make a chart of account inactive if you go to the drop-down arrow next to accounting history>and click make inactive> once you have clicked this it will disappear off the page. 

 

To make the inactive active again if you go to again accounting>chart of accounts>top right there is a little cogwheel icon>tick include inactive and it will show the inactive ones then click the drop-down arrow next to account hissorty> on the chart of account that is inactive and click make active.