Categories

Data categorisation involves multiple modules of the platform where their criteria require grouping.


The category grouping concerns modules such as:

  • Books
  • Company documents
  • Customer
  • Payments
  • Payroll
  • Taxes
  • Works

In the"Categories" section you can view the content of a category by selecting"Show", while there are sections where you can choose to create a category by selecting"Create new".


The Modules you can add to are:

  • Payment categories
  • Categories of work
  • Work projects

The categories you create cannot be deleted as long as they are linked to entries.

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