Can I add a new category?

Yes, admins can create new categories. Here’s how:

• Click Admin View on the left sidebar.
• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select Modules under Customization.
• Click Categories.
• Click + New Category in the top right corner of the page.
• Provide the Category Name.
• Check the Make this a sub-category box, if the category is a sub-category and select a parent category.
• Enter the Account Code.

• If you’ve enabled expense types, select the Expense Type with which you would like to associate this category.
• Provide a description for your category if required.
• Click Save.