Line item categories organize invoices/bills for accurate accounting and reporting. The same process applies to both invoice and bill line items.

Steps to Add New Category

1. Go to Accounting > Chart of Accounts (left navigation).

2. Click Add New Account.

3. Fill required fields:

   • Class and SubClass (organizes your accounts)

   • Account Code (unique identifier)

   • Account Name (clear description)

   • Description (optional)

4. Click Submit.

Result: New category available for all invoices and bills.