Line items and Categories

Within the finance module of our product, the Line Items section serves as a central hub for managing and organizing these individual financial entries. Whether it's invoices, expenses, sales receipts, or any other transactional data, the Line Items section allows users to input, categorize, and analyze each line of financial activity with precision and clarity.

Navigating the Line Items Section

To access the Line Items section, follow these steps:

1. On the left-hand side of the finance module, click on the Line Items tab within the sidebar.

2. Sections Within Line Items:

   • Tax: Here, you can create and edit tax entries, ensuring accurate tax calculations for your financial records.

   • Line Items: This is the main area where you can create new line items, edit existing ones, and organize them as needed.

   • Category: In this section, you can create and manage categories for your line items, helping you to keep your financial data organized and easily accessible.