Create Contacts & Categories

In Bitwave, managing contacts and categories plays a crucial role in accurately categorizing transactions and organizing financial data. Whether you're dealing with vendors, customers, or different types of transactions, having the right contacts and categories set up ensures effective accounting practices.

If a category or contact is manually created within Bitwave, the “source” will be identified as Bitwave, indicating that it was manually generated within the platform and not synchronized from an ERP. Here's a step-by-step guide on how to manually create contacts and categories in Bitwave:

Create Manual Contacts

Create Manual Categories