Categories

📍 Location in Application:

Left-hand sidebar → Categories → REPORT CATEGORIES

🆕 1. Add New Category

To create a new top-level report category:

1. Hover over or right-click on "All Categories" or in the empty space under it.

2. From the context menu, select ➕ Add new category.

3. A default name like New category1 will appear.

4. Rename the category as needed (see below).

🧷 2. Rename a Category

To rename a category:

1. Right-click the category (e.g., New category1).

2. Click on the ✏️ Rename option.

3. The name will become editable.

4. Enter the new name (e.g., Invoices or Price Lists) and press Enter.

➕ 3. Add Subcategory

To create a subcategory inside an existing category:

1. Right-click on the parent category (e.g., New category).

2. Select ➕ Add new SubCategory.

3. A subcategory will be created under the selected category.

4. Rename it as described in Step 2.

🔄 You can nest multiple levels of subcategories.

🗑 4. Remove a Category or Subcategory

To delete a category or subcategory:

1. Right-click the category/subcategory.

2. Click the 🗑 Remove option.

3. Confirm deletion if prompted.

⚠️ Warning: Removing a category may also remove all associated subcategories and reports, depending on system settings.

🔍 5. View or Filter Reports by Category

Once categories are created:

• Click on a category from the left menu.

• The right-hand panel will show only the reports within that category.