Transaction categories

To check all Transaction categories in Splynx click on Config → Finance → Transaction categories.

Main menu

Transaction categories listed here are set by default:

List

You can add a new Transaction category manually by clicking on Add icon at the top-right corner of the screen:

Create transaction categories

List

You can also correct the name of the Transaction category or delete it by clicking on icon or in Actions column of the table:

Edit

On the list of particular customer's transactions in Customers → View →Billing →Transactions the category of every transaction made by this customer will be seen:

View

If you will create any new transaction manually for the customer you can also choose its category:

Select category