When you create an expense on NexoPOS, it’s mandatory to associate it with a category. Because it is useful to classify your expenses in order to have a clear and orderly distribution of expenses. Thus, the creation of new categories of expenses depends on the nature of the different invoices that you establish over a given period. The creation process will, therefore, be the main object of this tutorial. We’ll also see how to delete and edit an expense category.
How to create an expense category on NexoPOS
We’ll show you how to access the “Add a category” page firstly. Then, after explaining the creation process, we’ll check the created expenses categories.
Access to the “Add a category” page
To start, click on the “Expenses” menu, then go to the “Add a category” submenu.
You can also do it on the “Categories” interface by clicking on the “Add categories of invoices” button.
The creation process of a category
Let’s go to the creation process. The “Add a category” page has two fields.
- The field “Name” which is a mandatory field. It allows you to name the category of the expense.
- The “Description field. As indicated, you can give a description or additional information on the category you are creating.
Otherwise, you have buttons such as the button “Save” to save your data and move to new data entry. You have also the “Save and return to the list” button to save and go to the list of categories. And also the “Cancel” button to cancel your data entries.
As an example, we’ll create the “invariable expenses” category. In this case, the invariable expenses collect the charges which little fluctuations over a given time like the annual rent of a shop for example.
Checking expenses categories created
Here, you can now check the list of saved expenses categories in the categories” submenu. Enter the name of the category on the bar search to check it.
How to delete an expense category on NexoPOS
In order to delete an expense category, you need to access to the categories list which shows all the expenses categories available. This page allows you to delete expenses in 3 different ways. You should note that, for all these cases, you’ll always have to confirm your action.
How to bulk delete expenses categories
Make a simultaneous selection of all the expenses categories on the table (1) then click on “Delete selected” button (2). Also, note that you can display more entries on the table if you want to delete more expenses categories.
How to delete multiple expenses categories
Here, you can delete one or more expenses categories from the table.
How to delete a single expense category
By clicking on the “Options” button on the far right of your page, you have the “Delete Categories of invoices” option to delete an expense category.
How to edit an expense on NexoPOS
We’ll show you how to edit an expense. In order, you must go to the “Expenses List” page. Make a quick search for the expense to edit. For example the “Computers equipment” expense. Click on the “Options” button and select the “Edit invoice” option. Once on the page, make any changes that you think are necessary.
After having made your modification, don’t forget to save that by clicking on the “Save” button.
Creating an expense category is the first required step to create an expense. The expense category creation page has two fields. You can only fill the required field, but don’t hesitate to provide more information for your expense category. Thank you for your attention, If you have any issue during the process, please let us know at [email protected], or by commenting on the tutorial.