Categories

To view your available categories in your ExpensePointâ„¢ app, go to the Settings Manager module. 

Then click on the Categories from the left side navigation menu: 

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The list will show all the categories available to you in the ExpensePointâ„¢ system. 

 From here, you can also: 

  • Add Category 
  • Edit Category 
  • Delete Category 

 Categories can be restricted to certain users through user groups so that they are available only to those members of the group with that category assigned. This can help reduce the Categories list for users who do not need to see those categories. 

 

Watch the video below about Categories.