Create Or Modify Category

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Create Or Modify Category. Add or remove category tabs. Under Permissions click Editor or a higher permission level in the Permissions Level box and then click OK.

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To put the new content type in an existing category select Use an existing category and from the Category dropdown select a category. Edit an existing category. Enter the name of the custom category.

To add an additional category.

Add a financial category. Click Accounting in the menu at the left of your screen and select Chart Of Accounts. Select Custom Categories to open the Custom Categories window. Add or remove category tabs.