Skip to content
  • There are no suggestions because the search field is empty.

Add Category

Steps to View and Add Categories

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

Category Editor window

 

 

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