Categories

Find Category

• Click Settings > Other Lists > Find Categories. The Find Category window opens.
  Tip: To narrow down the list when there are numerous categories, use the Look For search bar to enter all or part of a keyword for the category. Then, click Find Now.

New Category

1. To prevent duplication, verify the category is not in the system then click New at the bottom. The New Category window opens.
2. Enter the information.
   • Name: The name for the category.
   • Description: A brief description to describe the purpose of the category.
   • Record Type: Click the drop-down arrow and select Payment Record.
3. Click Save.

Once categories are created, assign them to Payment records as applicable for reporting purposes.

Edit Category

1. Find the category then double click to open. The Edit Category window opens.
2. Make the necessary changes to the category name and/or description.
3. Click Save.

Delete Category

1. Find the category then click once to select it.
2. Click Delete. A confirmation pop-up appears.
3. Click Yes to confirm the deletion. The category is deleted and removed from the associated Payment records.