Purchase categories can be based around finance or tax - eg. a category called Tax Deductibles can be used to store all purchases that are deductible for tax reasons. Categories can also be used in other contexts - eg. Dental Equipment would categorise purchases made for dental needs or Waiting Room could categorise all purchases made for that specific room.

💡 Purchases can only be added to one category


1. To add a purchase category, navigate to Dashboard > Data > Purchases and click on Categories 

2. In the Manage Categories page that follows, click Add Category and enter the name of the new category in the blank field and click Save to finish creating a category


3. Close the pop-up box to return to the main Purchases page where you can add purchases


📝 Now we know how to add Purchase Categories, check out how to add purchases 

Did this answer your question?