Edit Category

If you need to edit a Category, go to the Settings Manager from the top of your ExpensePointâ„¢ app. 

From there, click on the Categories menu option from the left side of the screen. As soon as the list of categories opens, click on the Category name that you wish to edit from the list. 

To modify or edit the category from your Categories list, go to Edit Category option from the Categories navigation menu. 

A screen shot of a computer

Description automatically generated

  Any changes made to the Categories are immediate. As soon as the Submitters login, they should be able to see the updates.  If a Submitter is in the process of an Expense creation, they would need to refresh the page to see the update to the Category you have just edited. 

Learn more about the Category fields from this article

 

Watch the video below about Editing a Category.