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esure
February 10, 2020
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I need to enter a new Expense Category called "Training". How can I create that category?

  • February 10, 2020
  • 2 replies
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Original commenter did not share additional details
    Best answer by Emily M

    Welcome to the Community, @esure.

     

    You’ve come to the right place by adding a new expense category. 

     

    Let me guide you on how to add a new expense category: 

    1. Go to Accounting on the left panel.
    2. Pick the New button.
    3. Choose the Category Type (Expenses or Other Expenses).
    4. Press the Detail Type.
    5. Enter the Name.
    6. The description is optional.
    7. Push Save and Close.

     

    If you have other questions, hit the Reply button. I hope you have a great evening.

    2 replies

    E
    Emily MAnswer
    February 11, 2020

    Welcome to the Community, @esure.

     

    You’ve come to the right place by adding a new expense category. 

     

    Let me guide you on how to add a new expense category: 

    1. Go to Accounting on the left panel.
    2. Pick the New button.
    3. Choose the Category Type (Expenses or Other Expenses).
    4. Press the Detail Type.
    5. Enter the Name.
    6. The description is optional.
    7. Push Save and Close.

     

    If you have other questions, hit the Reply button. I hope you have a great evening.

      K
      KLandscaping
      July 16, 2020

      What are the "details" in the "new account" field? Why when you click one of the "details" does it fill in that selection in the "name" field?

       

      P
      PookieRas
      August 14, 2020

      I would also like to add Training and Development as a GL. But I don't see any Detail Type that matches what I need. What detail type should I use for Training and Development, or should I simply add the GL as an Other Expense?

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