How to Create an Expense Category?

1. Go to the Category Management Section

Login to your Invoicera account and on the ‘Billing’ tab select the ‘Category’ drop-down option.

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2. Choose the New Category Option

In the ‘Category Management’ section you will see a list of existing categories. Click the new ‘Category’ button on the right to be able to create a new one.

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3. Fill in the Details

You will see the following details:

  1. Category Name

  2. Category Type

Fill in these details and click on save to create a new expense category.

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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