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:

  1. Switch to Admin View.
  2. Click the icon in the top right corner of the page.
  3. Go to Customization and click Modules.
  4. Click Categories.
  5. Click + New Category at the top right corner of the page.
  6. Mark the Make this a sub-category option, if it’s a sub-category.
  7. Enter the account name.
  8. If you’ve enabled expense types, select the expense type with which you would like to associate this category.
  9. Provide a description for your category, if required.
  10. Click Save.
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