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Show or hide a category

Created on  | Last modified on 

Summary

How to exclude categories and control which ones can be used on certain transactions in Accounting Start.

Resolution

Exclude and control which categories can be used on certain transactions to help reduce errors.

 

If you cannot find a category when entering a specific transaction, check its visibility.

How this works

You cannot delete a category once created.

Hide any categories that you no longer want to use. Once hidden they cannot be selected when entering transactions.

You cannot hide control accounts. These are special categories we use automatically when creating transactions.

Categories with balances still show on your reports.

Hide a ledger account

  1. From More, then Business Settings, choose Chart of Accounts.
  2. Open the relevant category.
  3. Clear the Included in Chart check box.
  4. Click Save.

Set visibility on transactions

If you cannot find a category when entering transactions, check that it's visible for the type of transaction you are creating.

To help prevent errors, we set categories to only be available on certain types of transactions.

For example, your sales categories are only available for sales transactions and receipts.

If you need to use the category in a different area, change the Visibility setting. For example, if you are sending the customer a refund, you may want to use a Sales category on a payment.

  1. From More, then Business Settings, choose Chart of Accounts.
  2. Open the category you want to check.
  3. Select the relevant areas in the Visibility section, and Save.





Related Solutions

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