On this page, you can set up cash book groups. Cash book groups are used to subdivide cash book categories. For example, if your company uses several cars and wants to keep a record of costs, then you can create a new “Cars” category. You can then split this category into groups (“Car 1”, “Car 2” ...) Cash book categories can be set up in InvoicingSettingsCash bookCategory.

A new group can be added by clicking on + Add group. Enter the following details into the form that appears: the category that a given group falls into, group name, amount, invoice group, and income / expense. Finish the process by clicking on Save.

In the overview, you can see all the added groups along with the following information about them:

• Name
• Category
• Invoicing group
• Income / Expense
• Amount
• Default for Cash Receipt

You can also order the groups with the help of arrows.

It is necessary to mark one category (or group) as Default for Cash Receipt for the system to automatically add an entry to the cash book whenever you receive a cash payment. If you have not chosen a single category (or group) as default, then the Insert into Cash book? option will not appear after you click on Receive payment in cash in the Client card.

You can edit and delete items using the two icons in the last column of the overview.