ORALZY
FAQ

P&L me saara kharcha 'Other' me dikh raha — category breakup kaise sudharu?

Expenses bina category ke save hue hain. Categories tab me categories banao, purani entries edit karke category do — P&L ka breakup turant meaningful ho jayega.

Where in ORALZY: Practice → Billing → Expenses → Categories

Jab expense entry me category select nahi hoti, wo P&L me 'Other'/'Uncategorised' bucket me chali jati hai. Saara kharcha Other me = breakup se koi decision nahi le sakte.

FIX karo:

  1. Practice → Billing → Expenses → Categories tab — apni categories banao (Rent, Salary, Lab, Material, Electricity, Marketing...). Zyada mat banao — 8-12 kaafi hain.
  2. Expenses → Entry tab me purani entries kholo aur har ek ko sahi category do. Bade amounts pehle — 80% paisa 20% entries me hota hai.
  3. P&L dobara chalao — ab byCategory breakup kaam ka dikhega.

Aage se roko:

Edge: agar categories badalte ho (merge/rename) to purani entries wahi purani category dikhati rahengi jab tak edit na karo.

Quick steps

  1. Expenses → Categories me 8-12 sahi categories banao
  2. Purani badi entries edit karke category assign karo
  3. P&L dobara chalao aur breakup verify karo
  4. Staff ko no-category-no-entry ka niyam do
  5. Month end pe Other bucket khali karo

expensecategoryotheruncategorisedpnlbreakupkharchacleanup