Financial category
Managing Financial Categories: Key Steps and Importance
Financial categories are a classification system that makes it easier to track and manage your financial operations. This system helps you see your financial activities more clearly, plan your budget effectively, and monitor your income–expense balance. Correct categorization allows you to make financial decisions based on accurate information.
Creating a Financial Category
To create a new financial category in the back panel,Some readersExpense Categories
In the Clopos system, standard expense and income categories have been created. Next to the standard categories, there is a “lock” icon, indicating that these expense and income categories cannot be deleted. In addition to these, you can also create custom expense and income categories tailored to your needs. The recommended expense categories to be created are listed below. Subcategories are also provided within each category to help you group your expenses and income effectively.
[![](https:/Some readersPayment Method
To create a new payment method in Clopos, go to Back Office → Sales → Payment Methods. On the page that opens, click the +Create button located at the top right corner.
[](https://downloads.intercomcdn.com/i/o/xj4jn0kl/1702915485/148210500efc3cb69b40f05b9fa6/Screenshot_372.png?expires=1761552900&signature=404d20bdf73bef858f51201b8f53865981ef33ed7e9532096705134aa27fSome readersTrade Markup and Gross Margin
After the cost price and selling price of a product are set, the Trade Markup and Gross Margin are determined. You can view these in the columns under the Back Office → Menu → Products section.
Trade Markup indicates the percentage added to the cost price of a product to determine its selling price.
Gross Margin indicates the percentage of the selling price that remains as profit after accounting for the cost price.
Example:
[![](https://storage.crisp.chat/users/helpFew readersProfit Calculation
Profit calculation is performed using the following formula:
Selling Price − Cost Price = Profit
The calculation of total profit is performed using the following formula:
Total Sales − Total Cost + Cost Value from Refunds + Amount Paid for RefundsFew readersFinancial Accounts
Creating a Financial Account in the Clopos System: To create a financial account, we go to the Finance → Accounts section in the back panel. In the Company Accounts window that opens, we click the Create button located in the upper right corner.
On the page that opens, we enter the name and type of the account we are going to create, and click the Save button.
![](https://storage.cFew readersPaying Salaries to Employees
To pay salaries to employees, we go to Back Panel → Staff → Users.
e click on the three dots on the employee we want to add a salary amount for.
We click the Edit button.
We enter the salary amount in the salary field and click the Save button.
![](https://storage.crisp.chat/users/helpdesFew readersSales – Receipts
To view your receipts, go to the Back office and open Sales → Receipts. Here you can easily see open, closed, deleted, and merged receipts. Closed receipts are shown in white, open receipts in yellow, and deleted or merged receipts in red. The "deleted receipts" filter is not always turned on. If you want to see deleted receipts in the list, you need to turn on the Show deleted receipts option in the Filter section.
 or a withdrawal (take money out of the cash register). In the Cash Collection section, the amount you enter is transferred from the Cash Register account to the Safe account.n the Amount field, enter the amount fFew readers