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Knowledge Based Article

Add Expense Category

In this section, new category can be created. Category is a group (like hotel, food, travels etc) under which a particular kind of expense would be created. To create a new category, follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Expense > Category.
2. Click the 'Add' icon.
3. Fill in the required information.

4. Click 'Save' to create new Category.

To edit: Click on the Category in listing and make the required changes.
To delete: Tick mark the Category in listing and remove it by clicking on 'Delete' icon.
To enable and disable Category: In status column click on the 'Delete' icon to enable or 'Check' icon to disable the Category.
To search the Category: Type the name of the Category in the search bar and click on 'Search' icon.