Create or Edit Purchase Categories

Step 1 - Select 'Purchases' under 'Data' on the Dashboard

Step 2 - Click on 'Categories' 

Step 3 - Click 'Add Category' 

Step 4 - To edit a category, change the name and click 'Save'

 

Step 5 - To filter all purchase results select the category from the drop-down box

Search will allow you to filter the payments by searching for specific details. Such as an item name, transaction/cheque number, invoice number etc. 

James Hogan -

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