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How to create a category and configure my chart of accounts?

Updated by Rim Ferchichi

Every financial transaction requires careful attention, precise classification, and thorough analysis to ensure transparency and compliance with accounting standards. In this context, Expensya stands out by simplifying and optimizing this essential process.

This article straightforwardly delves into how creating categories and configuring the chart of accounts in Expensya can significantly streamline your daily accounting management.

The creation of categories and configuration of the chart of accounts are actions reserved for the administrators of the company.
To create a category:
  1. Go to the “Admin” tab, “Categories” sub-menu,
  2. Press the “+ category” button,

  1. Choose the category, title and icon,

To configure an expense account, VAT account and a recovery rate for a category:

  1. Click on the “Accounting" tab,
  2. Fill in the expense account, VAT account and VAT recovery rate.

Admins are also able to manually set VAT accounts per rate for categories on the Web interface, to do this they must follow these steps:

  1. Click on "Add a VAT rate" button

  1. A new section will appear, which contains three fields by Vat Rate:
    1. "Rate" (percentage field): Mandatory and unique, allows admins to enter a numeric value representing the VAT rate associated with the category as a percentage.
    2. "Code/Accountant" (free field): Mandatory, field accepts alphanumeric input, allowing for a combination of letters and numbers to define a unique identifier for the VAT rate.
    3. "Claim rate" (percentage): Optional, allows admins to enter a numeric value representing the percentage of VAT that is recoverable for the category.

These VAT settings can be updated by admins for existing categories.
To customize the fields in your expense form:
  1. Click on the “Customization” tab,
  2. You can hide the title, make the image mandatory (payment receipts), hide VAT, etc.

 You can subsequently configure scan technology of this category and save it.

You can consult this page to find out “How to configure scan technology of a category”.
To modify a category:
  1. Go to the “Admin” tab, “Categories” sub-menu,
  2. Select the category you want to modify (e.g. “Car”)

You can make your changes from the “Basic parameters” tab, “Accounting”, “Customization” and “Scan technology” if necessary.

  1. Save.

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