This topic describes the systematic instruction to Manage Spend Categories screen. This screen enables users to view and manage all the categories and sub categories created by them.

All the user defined categories appear in the Manage Spend Categories screen. This screen enables users to view and manage all the categories and sub categories created by them. The user can also modify existing categories and add new categories.

While creating a new category or sub category the system checks that the category being created does not already exist for the user. In case of sub category the system checks that a sub category with the same name does not exist under the same parent category. It is however possible to have duplicate sub categories across different categories for the same user.

To access the Manage Spend Categories page:

1. Navigate to Spend Analysis screen. Access through the kebab menu of spend analysis screen.
2. Click on the Manage Spend Categories from screen.
   The Manage Spend Categories screen appears.

   Figure 4-1 Manage Spend Categories

   
   

   
   Description of "Figure 4-1 Manage Spend Categories"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 4-1 Manage Spend Categories - Field Description

   Field Name	Description
   Category	All the categories that have been created by the user will be listed.
   Sub Category	All the sub categories under the category, as created by the user, will be listed against the category.
   Action	The option to edit the category and sub categories will be available against each record.

3. Click on the Edit link provided under the Action column against each record, to edit the category/subcategories.

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