Adding categories will help you streamline manual entries for customized categories that are unique to your business. We recommend that if you use InventoryLab for accounting, that you add your categories in settings so that they can be easily selected as you go.

The three types of categories that can be added are:

  • Suppliers
  • Income
  • Expense

Suppliers

To add a new supplier, select Settings > Supplier > Enter New Supplier.

Once a supplier is added, it will show up as an auto-complete when you are entering trigger characters in the supplier field while in List, or adding suppliers to your accounting details in Inventory. You can also add, edit and delete suppliers directly in the List screen.

Income Categories

To add an income category select “Settings” from the top/right hand corner of the page, then select “Income Categories” and select “Enter New Category” to title the income accordingly.

You can add,edit,or delete your categories which allows you to add categorize all of your income any way you choose. More information about the Income page can be found here.

Expense Categories

To add an expense category select “Settings” from the top/right hand corner of the page, then select “Expense Categories” scroll to the end of the list and select “Enter New Category” to title the expense accordingly.

You can add,edit,or delete your categories which allows you to add categorize all of your expenses anyway you choose. More information about the Expenses page can be found here.

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