ℹ️ To know more about how to use Cash Management, check out this article: https://helpcenter.dizlog.com/en/articles/6939831-pay-in-pay-out-petty-cash-and-expenses-tracker
💡 There are existing default income/expenses categories already available for your use. This guide is for adding additional category that is not listed in the default options. Tip is to only create custom category that suites your business cash management.
Select a feature you are using:
Go to Settings
Select "Expense / Income Category"
To Create a category click the button "+ Add New Category"
On the pop-up window, add the following details:
Category Name
Category type
Income = Pay-In
Expenses = Pay-out
Category Description
Click Save
** To edit/delete custom create category, search for the category name on the "Expense / Income Category" list and click edit or delete button next to the created custom category name
** Currently option of adding "Expense / Income Category" is limited in Web App. You may visit web app by clicking the button below: