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

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 “Add a 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.

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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