Account Categories
Adding a New Account Category
- Open Curacubby
- Click "Miscellaneous" under the Settings section of the left sidebar
- The "Chart of Accounts" section will be open by default
- Click "+ Add New"
- Click on the new account name to rename the account
- Type in the new account name
Tutorial: https://www.iorad.com/player/1659240/Adding-a-New-Account-Category
Set a Common Line Item
Setting a common line item brings that line item to the top of the results when adding a line item to an invoice. This is useful when you know you are going to use the same line item multiple times.
- Open Curacubby
- Click "Miscellaneous" under the Settings section of the left sidebar
- Click "Common Line Items"
- Click "+ Add New"
- Type your "Description"
- Input the "Unit Price"
- Click on "Unspecified" to assign the account category
- Click the checkbox next to the desired account category
- Click the checkmark on the far right to save
Tutorial: https://www.iorad.com/player/1659254/Set-a-Common-Line-Item