How do I manage categories, customers and providers?

In Manage the club > Accounting, open Categories, Customers or Providers, tap Add, enter the Name and tap Save. You can also create them on the fly with the “+” button while entering a movement.

What are they for?

Every movement must have:

• a Category, which sorts money coming in and going out (“Licences”, “Equipment”, “Competitions”…): it shapes the balance sheet;
• a Customer for revenue or a Provider for an expense: the person or organisation the club deals with.

Plan your categories from the start: about ten is usually enough for a readable balance sheet.

Create or rename a category

1. In Manage the club > Accounting, tap Categories.
2. Tap Add, or an existing category to rename it.
3. Enter the Name and tap Save.

Providers work the same way from Providers. If you create a name that already exists, the app reuses the existing item instead of creating a duplicate.

Create a customer, with their address

1. In Manage the club > Accounting, tap Customers, then Add.
2. Enter the Name.
3. Optional: fill in the Address, Postal code and City. They are required on tax receipts: fill them in for every donor.
4. Tap Save.

Items created automatically

Automatic movements create their own items the first time they are needed: the “Memberships” customer and category for memberships, the “Shop” customer and category for the shop, the “Canicompet” provider and category for online payment fees. You can rename them.

Delete

Open the item, tap Delete and confirm.

Deletion is refused (“Unable to delete”) while a category, customer or provider is linked to movements. In that case, rename it instead, or first change the category or party of the movements concerned.