Expense categories and suppliers

Every club expense has a category, and can also record the supplier it was paid to. Set up both lists before you start recording Expenses: it saves time and keeps the totals tidy.

Expense categories

1. Open Financial management › Expenses and select "New category".
2. Choose the "Rubric". Only active expense rubrics appear.
3. Enter the "Title", for example Sports equipment, and, if you like, a "Description".
4. Select "Save".

The category is required on every expense. The same categories are also used for the lines of the Budget.

Clients and suppliers

This is where you keep the organisations the club pays, such as the sports shop or the coach company, and those it receives money from. You pick one when you record an expense or an income entry.

1. Open Financial management › Clients/Suppliers and select "Add supplier".
2. Enter the "Name". It is the only required field.
3. If you like, add the "Tax ID", "Email", "Phone" or "Mobile", the "Address" and some "Notes".
4. Select "Save".