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Managing Financial categories

Updated on: 02/09/2025

Within the financial module, categories are very important due to their ability to organize the expenses made in the account and group them, and they can be attached to a service category.

Creating Financial categories

To begin creating a Financial category, certain prerequisites must be met, as outlined below:

  1. You must have a provider account
  2. Having a root account.
  3. Your provider account must be assigned a role with the appropriate permissions for creating Financial categories, including the following:

Once all necessary configurations are in place, you can proceed with the steps below to create a Financial category:

  1. Click on the module labeled “Finances”.
  2. After entering the module, select the option “Financial categories”.
  3. Click the blue button ”+” to initiate the creation of a new category.
  4. Upon accessing the creation form for Providers, you can begin filling out the required fields. These fields are sufficient to correctly create a Financial category, and they include: Name | Code

Note: Within the Financial Categories feature, it is possible to create multiple categories, and these can have subcategories attached to them. Example: Category Health, subcategory Pediatric, and so on.

  1. If the Master field is not filled, the system will assume it is a main category unless data is provided in the field.

Editing Financial categories

To begin editing a Financial category, certain prerequisites must be met, as outlined below:

  1. You must have a provider account
  2. Having a root account.
  3. Your provider account must be assigned a role with appropriate permissions for editing Financial categories, including the following:

Once all necessary configurations are in place, you can proceed with the steps below to edit a Financial category:

  1. Click on the module labeled “Finances”.
  2. After entering the module, select the option “Financial categories”
  3. When the list of Financial categories appears, enter the name of the category you wish to edit in the search field.
  4. If a Financial category matching the searched name exists, the system will display options corresponding to your search.
  5. After locating the desired category, click on it.
  6. At this point, the system will display the Financial category form, pre-filled with the information provided at the time of its creation.
  7. Now, simply delete the information from the desired field and enter the new data.

Example: If the “name” field needs to be changed because the category has a new name, just delete the old name and provide the new one.

  1. Once all the necessary information has been edited, click the blue button labeled “Update financial category”, and that’s it! Your category will be successfully updated in the system

Linking a financial category. ( Service Categories )

To link a financial category to a service category, some prerequisites need to be met.

  1. You Must have a provider account
  2. Having a root account.
  3. You must have service categories already created in your account or have permission to create them.

Once all necessary configurations are in place, you can proceed with the steps below to link a financial category to a service category:

  1. Click on the module labeled “Operational”.
  2. After entering the module, select the option “Service categories”.
  3. When the list of service categories appears, enter the name of the service category you wish to link a financial category to in the search field.
  4. Click on the “Select financial category” button.
  5. Search for the financial category you want to link to the service category.

Linking a financial category. ( Item Categories )

To link a financial category to an item category, some prerequisites need to be met.

  1. You Must have a provider account
  2. Having a root account.
  3. You must have item categories already created in your account or have permission to create them.

Once all necessary configurations are in place, you can proceed with the steps below to link a financial category to a service category:

  1. Click on the module labeled “Supply Chain”.
  2. After entering the module, select the option “Service categories”.
  3. When the list of service categories appears, enter the name of the service category you wish to link a financial category to in the search field.
  4. Click on the “Select financial category” button.
  5. Search for the financial category you want to link to the service category.