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A Transaction Category helps track payments and expenses.

Common examples of expense categories

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include 'Repair' and 'Cleaning'

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and examples of payment categories include "Owner Payment" and "Credit".

Before you add a payment or expense, you need to have a transaction category to assign it to.

 

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To Add a Transaction Category:

  • Go to SETUP | OWNERS | TRANSACTION CATEGORIES
  • Click Add
  • Enter the ID and Description
  • Choose Expense or Payment from the drop down menu
  • Click Save

                         TRANSACTION CATEGORIES                                                             ADD TRANSACTION CATEGORIES

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