How do I edit a category?

Modified on Tue, 10 Dec, 2024 at 3:06 PM

Within Capture Expense, you can edit default Category records or newly created records by updating their options.

To update the category record

  1. Navigate to the Categories page.
    Go to Setup> Overview> Expense Categories or Setup> Categories 
    Categories_Overview__4_.png
  2. Click the Edit icon on the Category record you wish to update. The Category's details appear.
    Default_category_view__2_.png
  3. Update the options where necessary. For more information, see What are Expense Categories?
  4. Click the Save button. The record is updated.
 

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