Within Capture Expense, you can edit default Category records or newly created records by updating their options.
To update the category record
- Navigate to the Categories page.
Go to Setup> Overview> Expense Categories or Setup> Categories - Click the Edit icon on the Category record you wish to update. The Category's details appear.
- Update the options where necessary. For more information, see What are Expense Categories?
- Click the Save button. The record is updated.
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