Phum Sales Guide

Appearance

Set up expense categories ​

Every expense has a category. Categories are used to find expenses and in the Profit & loss report, which shows what you spent on each. Common categories are set up for you. Add your own for anything they don't cover.

Who can do this: Anyone whose role can create expense categories, such as an Accountant.

Step by step ​

  1. Go to Expenses › Expense categories.

    The Expense categories list

  2. Click New.

  3. Enter the Name, a short Code and a Description if you want.

    The New expense category popup

  4. Click Save.

Click a category to see its Expenses tab. Edit changes it, More › Deactivate stops offering it on new expenses, and More › Delete removes a category no expense uses.

Having trouble? ​

  • A category isn't offered on a new expense: it's inactive. Activate it with More › Activate.
  • A message says the category is in use: expenses use it. Deactivate it instead.