How to Add Expense Categories

Before You Start

•  Ensure Expense module is enabled in Profile –> Modules.
• Know who the expense is for business, customer, or staff.
  
• Know what expense categories you would like created (e.g., Rent, Salary, Utilities)

Steps

1. Log in to your Prokip account.
2. Click on Expenses on the left-side bar menu

3. Click Expense Categories on the top-menu bar.Click Add.

4. Enter a Category Name (e.g., Utilities, Staff Salary, Rent).

5. If the Expense has a parent category, check Add as a Sub-Category.

Then, select the Parent Category from the drop-down list.

Note: Make sure to have added the parent category first.

Example: Overtime can be a sub-category of Labour expenses.

6. Click Save.