Account Categories
Account Categories
Account categories are the sub-classifications that sit beneath account types. Where an account type tells CifraHQ that an account is an Asset, the category tells it whether that asset is a Current Asset or a Fixed Asset — a distinction that matters enormously for how your Balance Sheet and Income Statement read.
Where to find it
Go to Master Data > Accounting > Account Categories.
Account Categories list, the high-level groupings used by Financial Reports.
What the columns show
| Column | Description |
|---|---|
| Name | The category label — how it appears on Financial Reports (e.g., Current Assets, Operating Expenses) |
| Division | The parent grouping this category belongs to within the financial statement |
| Type | The default account type for accounts assigned to this category |
| From / To | The account code range this category conventionally covers — useful as a reference when numbering new accounts |
| Description | Optional notes about the intended use of this category |
Using categories
Assign a category to each account on its individual record in the Chart of Accounts. When you create or edit an account, select its Category from the dropdown — this determines exactly where the account appears on your Financial Reports.
Categories are system-defined. If your reporting structure requires a category that doesn't exist, contact your CifraHQ administrator to have one added.
Tips
- When reviewing your Chart of Accounts, filter by category to quickly see all accounts in a specific class — for example, all Cash & Bank accounts at a glance.
- The From / To code range shows you which account number ranges are associated with each category by convention. Follow these ranges when creating new accounts to keep your chart consistent.
- Accurate category assignment is one of the most important Setup steps. An account placed in the wrong category will appear in the wrong section of your Balance Sheet or P&L — and errors there are harder to spot after the fact.
Related: Chart of Accounts · Account Priming · Financial Reports
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