Skip to main content

How do I add categories to the mobile app?

Rutger Bosch avatar
Written by Rutger Bosch
Updated yesterday

The Informer mobile application is ideal for quickly photographing and uploading purchase invoices and receipts. This way, while you are still on the road, you can already enter the purchase invoice or receipt into your administration.

Upload purchase invoice or receipt

When uploading a purchase invoice or receipt, you can specify a category, description, date, and amount, so that these details are already filled in when processing the invoice or receipt.

By default, you can choose from all categories, also called general ledger accounts, that are present in your administration. To make a quick selection, you can mark categories as favorites, so that you can select them easily and quickly.

Add category as favorite

To add a category as a favorite, follow the steps below:

  1. In the web version of Informer, choose Settings from the menu on the left;

  2. Go to Categories or General ledger accounts;

  3. Find and open the category you want to set as a favorite, for example Fuel costs;

  4. Enable Add to favorites in App;

  5. Repeat this process for all categories you often use in the mobile app.

Select category in the mobile app

After uploading the purchase invoice or receipt in the mobile app, you can specify a category, description, date, and amount.

The categories set as favorites are now displayed at the top of the category list, so you can select them quickly.

The favorite categories can also be recognized by the star after the category name.

Did this answer your question?