How to add a chart of accounts category

The Chart of accounts helps keep PetHub finance organized for management, reports and daily admin routines.

What it is for

Create a category with name, parent account, account usage, nature, automatic code and default cost center.

🚀 Step by step

1. Open the related finance module.
2. Use search or filters to find the record.
3. Review name, type, nature, status and financial links.
4. When adding, complete the required fields and save.
5. When editing, update only what changed or deactivate when it should no longer be used.

✅ Expected result

The category is available to classify financial entries.

💡 Practical tip

Keep the structure simple and use names the team understands. This reduces errors when classifying entries.