Role: ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper
1. Hover over the ⚙ icon and then click ‘Categories’.
2. Click on the ‘Add a Category’ button on the top right side of the screen.
3. Proceed to enter the new category name.
4. Click on the dropdown menu under "Default Tax". Choose the default tax for the new category.
5. Enter the account code for the new category.
6. Once done, click ‘Add Category’ on the bottom right side of the screen.
7. Do note, If you have more than one page of categories, the new category added will appear on the last page.
Please reach out to firstname.lastname@example.org for any additional assistance required.