This topic describes the systematic instruction to Add Category. The user can create a new categories by using this option.

Using this option, the user can create new categories and sub categories. The user can also use this option to add new sub categories under already existing categories. All newly added categories or sub categories will be available only to the customer who has created the categories/sub categories.

To edit a category:

1. Access through the kebab menu of the Manage Spend Categories screen.
2. Click Add Category option from the kebab menu.
   The Add Category overlay screen appears.

   Figure 4-4 Manage Spend Categories – Add Category

   
   

   
   Description of "Figure 4-4 Manage Spend Categories – Add Category"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 4-3 Manage Spend Categories – Add Category - Field Description

   Field Name	Description
   Category	The name of the category that is to be created.
   Sub Category	The name of the sub category that is to be created.

3. In the Category field, enter the name of the new category.
4. If you want to add a sub category, click the Add Sub Categories (optional) link.
5. In the Sub Category field, enter the name of the new sub category.
   • Click on the Add link to add another sub category.
   • Click on the Delete link to delete a sub category.
6. Click Add to add the newly created category and sub categories.
   • Click the icon to navigate back to the Manage Spend Categories screen.