Categories and Tags help you organize your financial data in Clearing, making bookkeeping more accurate and reporting easier. Below are answers to the most common questions about using Categories and Tags.
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List of FAQs
1. What is a category?
1. What is a category?
A category in Clearing is a way to classify and organize your data, especially transactions and booking financial lines.
Proper categorization is crucial for accurate bookkeeping and easy tracking.
Each category belongs to a group, providing a structured framework to organize your financial data effectively.
2. How can I create a new category?
2. How can I create a new category?
To create a new category:
Navigate to the "Categories" module in the side menu.
Ensure you are in the "Categories" tab.
Click on "New category".
Enter the name and select the group for the new category.
3. How can I edit an existing category?
3. How can I edit an existing category?
To edit an existing category:
In the Categories section, click on the category you want to edit.
Rename the category or change the group it belongs to as needed.
4. Can I delete a category?
4. Can I delete a category?
Yes, you can delete a category in Clearing. However, if you delete a category, it will be removed from any transactions or booking financials that were previously categorized with it.
Exercise caution when deleting categories, as this action directly impacts your data and may affect your financial records.
5. What happens if I delete a category?
5. What happens if I delete a category?
If you delete a category in Clearing, it will be removed from any transactions or booking financials that were previously categorized with it.
Exercise caution when deleting categories, as this action directly affects your data and can impact your financial records.
6. What is a tag?
6. What is a tag?
A tag is an additional method of categorizing transactions, allowing you to apply multiple tags to a single transaction.
Unlike categories, which are singular, tags offer an extra layer of classification.
For example, you can use tags to represent accommodation types, cities, buildings, or any other dimension you want to associate with your transactions.
7. How can I create a new tag?
7. How can I create a new tag?
To create a new tag:
Navigate to the "Categories" module in the side menu.
Click on the "Tags" tab.
Click on "New Tag."
Enter the name for the new tag.
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