Can I add a new category if required?
Zoho Expense has a set of default categories. You can create new categories, if required.
To create a new category:
- Switch to Admin View.
- Click the icon in the top right corner of the page.
- Go to Customization and click Modules.
- Click Categories.
- Click + New Category at the top right corner of the page.
- Mark the Make this a sub-category option, if it’s a sub-category.
- Enter the account name.
- If you’ve enabled expense types, select the expense type with which you would like to associate this category.
- Provide a description for your category, if required.
- Click Save.