Navigate to the Administration area from the side menu, and under the InvoiceFlow section, select Categories.
Use the filters to find an existing category, or show Deleted categories.
Add a new category
To enter a new invoice category select the Add new button, or use the pencil icon to edit an existing category.
Description – Enter a name/description for the category which the user will see.
Position in list – Select where in the list of categories this should show.
Child categories – Allows invoices to be broken down into individual line items. If no child categories are added, only a single value can be recorded.
Default VAT code – Enter the default VAT code for this category
Validation (Description) – If Required is selected, the description field on the invoice entry screen will be mandatory.
Coding and interface – Switch on any coding required for this category and whether it is required or can be entered by the user.
Account code – Enter an account code for the category.
Click Save to exit.