4.1 Edit a Category

This topic describes the systematic instruction to Edit a Category screen.

To edit a category:

  1. Navigate to the Manage Spend Categories screen.
  2. Click Edit against the record for which you want to edit a category and sub category.
    The Edit Category overlay screen appears.

    Figure 4-2 Manage Spend Categories – Edit Category



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 4-2 Manage Spend Categories – Edit Category - Field Description

    Field Name Description
    Category The name of the category as created, will be displayed. The user can edit this value.
    Sub Category The name of the sub categories under the specific category, will be listed. The user can edit these values.
  3. Edit the category or sub categories, as required.
    • Click Add to add more sub categories.

      Note:

      The option to delete a sub category being added will appear against the input field. Click Delete to delete the sub category.
  4. Click Save to save the changes.
    • Click the filter icon to navigate back to the Manage Spend Categories screen.
The success message appears on the screen.