Add Category

Go to the Settings Manager module to view your available categories in your ExpensePoint™ app. 

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

To add a new category, go to the Add Category option from the Categories navigation menu on the left side of your screen. 

 This will open the Category Editor window. 

 It includes 5 main tabs on the top of the window: 

• General 
• Field Labels 
• Vendors 
• GL Codes 
• Groups 

Watch the video below about Adding a Category.