Items Category
Create and manage item categories for use in invoices, bills, and financial reports — with optional color coding for chart visibility.
🔐 Access Control
- Only Admin users with the correct permissions can access this setting
- From the Dashboard, go to Accounting → Setup → Items Category
➕ Creating a New Category
Click the + button to open the category creation form.
| Field | Description | Example |
|---|---|---|
| Category Name* | Label used across invoices and bills | Cleaning, Logistics, Care Package |
| Category Color | Optional swatch for chart representation | #000000 (Black), #FF5733 (Orange) |
Tip:
- Use sector-fit naming for clarity (e.g.
Freight,Staffing,Consumables) - Colour coding helps distinguish categories in financial dashboards and reports
📋 Managing Categories
Once categories are created, they appear in a table:
| Column | Description |
|---|---|
| Category | Name of the item group |
| Color | Assigned swatch for charting |
| Action | Edit or delete the category |
Note:
- Categories are referenced when creating invoice or bill line items
- Deleting a category does not remove historical records — it only prevents future use
✅ Best Practices
- Create categories before issuing invoices or bills
- Use consistent naming across modules for audit clarity
- Avoid duplicate or overlapping categories (e.g.
TransportvsLogistics) - Review categories quarterly to match evolving service lines
