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Categories

Create and edit categories for transactions and booking financials, group them, and add tags for additional transaction details.

Categories

✅ Categories relate to a chart of accounts, and can be used for allocating different transactions to a specific account


How to Create Custom Categories for Effective Transaction Management in Clearing
Tags

🏷️ Tags provide an additional level of aggregation for more comprehensive reporting capabilities


How to Create Custom Tags for Efficient Transaction Management in Clearing