Data Collections

Overview

Data collections are a feature where can you define custom attributes for your data. This is useful when you want to add additional information to your data that is not included in the default fields.

Currently you can define custom attributes for the following modules

• Transaction Categories
• Payment Methods
• Contract Types
• Document Types

Data collections list

You can access the data collections list by clicking on the "Data collections" button in the admin settings menu.

Collection types are divided in different tabs. You can switch between the tabs to view the different collection types.

Create data collection

To add a new data collection, click on the "Add" button in the top right corner of the data collection list.

On different collection types you can define different attributes.

tip

For defining the Icon attribute, you can use the Font Awesome icons. You can search for the icon you want to use and copy the name of the icon (e.g. fa-solid fa-credit-card) and paste it in the icon field.

For example, for the Transaction Categories you can define the following attributes:

• Name
• Description
• Type (income, expense, transfer)

On the other hand, for the Payment Methods you can define the following attributes:

• Name
• Description
• Type (bank, cash, credit card, etc.) -> this is used for the localization and the detect other integrations (Stripe, PayPal, etc.)
• Color (you can select a color from the color picker)
• Icon

Edit data collection

To edit a data collection, click on the "Edit" button in the data collection details view.