Transaction types

1. Create a type#

1. Open the form

   Go to Settings → Operations setup → Finance → Transaction types and press (+).

2. Fill in the fields

   項目	必須	説明
   Name	必須	Maximum 255 characters. This is the label in Cash flow and Profit and loss.
   Description	任意	Guidance for whoever picks it on a receipt.

2. Designing the list#

• Keep it short enough that staff pick the right one without thinking.
• Separate costs you control (repairs, cleaning) from those you do not (tax, utilities passed on).
• Do not create a type for a single event — use the description on the receipt instead.

Renaming a type changes it everywhere, including past reports. If the meaning genuinely changed, create a new type and stop using the old one.