Categorising transactions
Categories help turn everyday spending into cleaner bookkeeping records.
Quick answer
- Use the most specific accurate category available.
- Attach receipts where needed so the record can be checked later.
- Review unusual or high value transactions before exporting or sharing records with an accountant.
Related articles
- How mileage is calculated
Mileage uses appointment and address context to reduce manual admin.
- Do you need receipts for mileage?
Mileage records and fuel receipts are different types of evidence.
- Exporting records for your accountant
Exports should be reviewed before you send them outside Offlico.
Still stuck? Contact support and we’ll help you sort it out.