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:
- Open the settings page
- Click on accounting in the side-menu
- 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
- Select the Xero accounting code that matches the expense category
- 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.