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Editing or deleting categories

Written By:
Dovydas Baublys
Updated:
March 10, 2020
March 9, 2020

In FR Books, there are a default set of categories (or 'chart of accounts') which include the basic categories a business will need for their bookkeeping. These default categories cannot be edited or deleted in FR Books, as they are used as a basis for machine learning.

The algorithms within FR Books use set categories to gain insight into common selections, providing a better user experience. However, if the categories provided aren’t tailored enough, they can be added and/or edited.

Additionally, existing categories can be made inactive by clicking the yellow edit icon for the category as circled below:

Written By:
Dovydas Baublys
Updated:
January 21, 2020
March 9, 2020
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