Add Expense Category

Summary #

Define a category for organizing expenses, ensuring streamlined financial tracking and reporting.

Steps #

1. Log in to Your Account
   Access the system using your login credentials.
2. Navigate to Expense Categories
   • Click on Operations in the dashboard.
   • Select Expenses from the menu.
   • Choose Expense Category from the submenu.
3. Start Adding a New Category
   • Click the Add button to begin.
4. Enter Category Details
   • Provide the Expense Category Name.
   • Optionally, add a Description to clarify its purpose.
5. Submit the Category
   • Review the details and click Submit to save the new category.

Expected Result #

The new expense category will be successfully created and available for assigning to expense records.