You can assign sub-categories and map them to your chart of accounts at any time.


Video: How to assign a sub-category


To assign a sub-category:


  1. Open the settings page
  2. Click on accounting in the side-menu
  3. Click on the ‘select accounting code’ drop down next to a relevant sub-category – sub-categories are indented to the right under an expense category
  4. Select the Xero accounting code that matches the expense category
  5. Repeat for each relevant sub-category


Please note, only Xero users can currently assign sub-categories and map their chart of accounts to a sub-category.