Edit Category

Steps on Editing a Category

1. Access Settings Manager:
   From the top menu, go to the Settings Manager.
2. Open Categories:
   Click on the Categories menu option from the left-side navigation menu.
3. Select the Category:
   When the list of categories appears, click on the Category name that you wish to edit.
4. Edit the Category:
   Choose the Edit Category option from the Categories navigation menu.
   

Important Notes

• Any changes made to the categories are applied immediately.
• Submitters will see the updated category information the next time they log in.
• If a Submitter is currently in the process of creating an Expense, they will need to refresh the page to view the updated category details.

For more detailed information, please refer to this article on category fields.

Watch the video below for a step-by-step guide on Editing a Category.