- Help Center
- Account Setup & Settings
- Books And Accounting
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Account Setup & Settings
- Organization Settings
- HRMS (Human Resource)
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- Books And Accounting
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- Purchase Orders Settings
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Manage Work
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Board
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Asset and Warranties
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Customers
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Video Library
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Accounts and Billing
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Purchase
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Timesheet
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People(User)
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Books and Quote
How To Setup Expenses Categories and Types
- Click on the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Books Settings’ from the left menu, followed by clicking on ‘Expenses’ from the middle section
- No, click ‘Categories’ from the left menu.
- Click ‘Add New’ from the top right corner
- Fill in the details and click ‘Add’ from the top right once done
This new category will now be available as an option for your users.