{"id":2031,"date":"2023-08-30T23:26:47","date_gmt":"2023-08-30T23:26:47","guid":{"rendered":"https:\/\/nsaq.io\/docs\/%d8%aa%d8%b5%d9%86%d9%8a%d9%81%d8%a7%d8%aa-%d8%a7%d9%84%d8%ad%d8%b3%d8%a7%d8%a8%d8%a7%d8%aa\/"},"modified":"2023-09-30T08:43:27","modified_gmt":"2023-09-30T08:43:27","slug":"account-categories","status":"publish","type":"post","link":"https:\/\/nsaq.io\/en\/docs\/account-categories\/","title":{"rendered":"Account Categories"},"content":{"rendered":"[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\n
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“In this page, we will discuss everything related to the accounts categories page, how to access it, its concept, and also how to add, modify, and delete account categories.<\/span><\/p>\n

To access the ‘Account Categories’ page, please follow the following instructions:<\/strong><\/span><\/h3>\n
    \n
  • Start by clicking on the ‘Financial’ menu in the main menu.<\/span><\/li>\n
  • Then click on ‘Financial Structure’ available in the top toolbar of the page.<\/span><\/li>\n
  • Next, click on the link ‘Account Categories.’<\/span><\/li>\n<\/ul>\n

     <\/p>\n

    Concept of ‘Account Categories’:<\/strong><\/span><\/h3>\n

    Account categories are an organizational structure used in accounting to group and categorize financial accounts and transactions in an organized and logical manner. The purpose of account categories is to facilitate the recording of financial transactions, financial reporting, and financial analysis by grouping similar financial items under one primary category, which represents the top layer in the account categories structure. It includes broad categories such as ‘Assets,’ ‘Liabilities,’ ‘Equity,’ and so on. These categories reflect the major aspects of finance.<\/span><\/p>\n

     <\/p>\n

    Features of the ‘Account Categories’ Page:<\/span><\/strong><\/h3>\n
      \n
    • Data Editing and Subordination:<\/strong> One of the key features of the account categories page is the ability to edit data for previously added categories. You can easily update the subordination of the main category through the button at the end of each category.<\/span><\/li>\n
    • Deleting Categories:<\/strong> Thanks to this page, you can delete any previously added category. However, you should ensure that the category is not linked to any groups. Simply, you can do this by clicking on the button at the end of each category.<\/span><\/li>\n
    • Making Categories Inactive:<\/strong> One of the features of this page is the ability to make categories inactive by making them invisible in the system. You can activate this feature by clicking on the ‘Show Hidden’ button available at the bottom of the table. Then, you can select the categories you want to hide and make them inactive.<\/span><\/li>\n<\/ul>\n

       <\/p>\n

      Explanation of How to Add a ‘New Category’:<\/span><\/strong><\/h3>\n
        \n
      • Adding an Identifier Number:<\/strong> First, add a unique identifier number for the new category. This number represents the category’s identity and should be carefully defined to avoid conflicts between numbers.<\/span><\/li>\n
      • Category Name:<\/strong> In the next step, add a clear descriptive name for the category. The name should accurately reflect the nature of the category for easy identification.<\/span><\/li>\n
      • Parent Category:<\/strong> In this step, link the new category to a parent category based on the type of category you want to add.<\/span><\/li>\n
      • Adding a New Record:<\/strong> Finally, once you’ve completed the required details for the new category, click the ‘Add New Record’ button to confirm the addition.<\/span><\/li>\n<\/ul>\n

         <\/p>\n

        Explanation of How to Edit a ‘New Category’:<\/strong><\/span><\/h3>\n
          \n
        • Starting from the account categories page, look for the category you want to edit.<\/span><\/li>\n
        • Click on the category you want to edit.<\/span><\/li>\n
        • Make the necessary changes to the category’s details.<\/span><\/li>\n
        • Click the ‘Save Changes’ button to confirm the modifications.<\/span><\/li>\n<\/ul>\n

           <\/p>\n

          Explanation of How to Delete a Category:<\/span><\/strong><\/h3>\n
            \n
          • Start from the account categories page.<\/span><\/li>\n
          • Find the category you want to delete.<\/span><\/li>\n
          • Click the ‘Delete’ button next to the category you want to remove.<\/span>\n
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