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Expense Categories ​

Create and manage categories for organizing expenses. Navigate to Payments → Expense Categories to manage categories.

Expense Categories - List Page

Overview ​

Expense Categories help organize and track different types of business expenses. Proper categorization enables accurate financial reporting and cost analysis.

Creating an Expense Category ​

Click Add Expense Category.

Expense Categories - Add/Edit Form

Name (Required): Category name (e.g., "Food Supplies", "Utilities", "Marketing")

Description (Optional): Brief description of what belongs in this category

Category List View ​

Shows all categories with expense count and total spent per category.

Common Categories ​

  • Cost of Goods Sold (COGS): Food ingredients, beverage supplies
  • Operating Expenses: Rent, utilities, salaries
  • Marketing & Advertising: Promotions, ads
  • Maintenance: Repairs, equipment servicing
  • Administrative: Office supplies, licenses

Best Practices ​

Specific Categories: Create specific, meaningful categories rather than generic ones

Consistent Use: Use same categories consistently, train staff on proper categorization

Not Too Many: 10-15 categories sufficient for most restaurants, too many categories complicate tracking

Review Periodically: Add/remove categories as business needs change

Standardize

Use industry-standard expense categories when possible. Makes comparing with industry benchmarks easier and financial statements clearer.