Add Category
Steps to View and Add Categories
- Access the Settings Manager:
Navigate to the Settings Manager module at the top of the screen.
- Open Categories:
Click on Categories in the left side navigation menu:
- Add a New Category:
To add a new category, select the Add Category option from the left-side menu under Categories.
- Category Editor Window:
This will open the Category Editor window, which contains five main tabs:- General
- Field Labels
- Vendors
- GL Codes
- Groups

Watch the video below for a visual guide on Adding a Category.