INVENTORY AND SUPPLY CHAIN => CONFIGURATION => FINANCE => ACCOUNT CATEGORY

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This is the feature where you can create different categories of any Group. We have created all the groups from our backend. Now we can create as many categories as we want for different groups and also we can select, different types of Categories, that have also been added from our backend.

On clicking the Finance function, we get the following

On clicking the Account Category

When we click (1), the action button, we get a drop-down. We can use this as per our requirement.
Click (2) on the (+) for a new category. On clicking this we get-

1.    Name the Account Category.

2.     Under Group – Clicking this field we can see different Groups. We have to select the group under which this Account Category it falls.

3.     Type – We have to select under which Type this Account Category is affiliated.

4.     We have to give our display sequence.

When we add an Account Category, fix the group and select the category type.

Different Ledger and the Groups and Type goes as per Groups in Tally for Purchase and Sales entry.

The Effect of this can be seen in Accounts.


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