Role: ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper
Welcome! Adding new category to Summit doesn’t have to be a hassle. Whether you're planning to create a new category or modifying the existing category, we’ve got you covered. In this article, we’ll guide you through the steps for both category creation and modification. With our straightforward approach, you'll be navigating these processes like a pro in no time.
How to Create New Category
1. On your Summit dashboard, click on 'Settings'. Next, under 'Company', click on 'Category'
2. Click the ‘+ New’ button on the top right side of the screen
3. Under ‘+ New’ button, you will find the option to 'Add new category' or 'Import from Xero'. For single category entry, we can choose 'Add new category'
4. Assign a new 'Category name'. Once done, click 'Add category' and the action is done.
Note: Category name is mandatory field, while it's optional to fill up Default tax and Account code.
How to Modify Existing Category
1. On the Category page, click on any category entry in which you would like to modify.
2. You can edit the 'Category name' and in case the category is no longer needed, you can click 'Inactive' and the specific category will be disabled. And in the event, you would like to reactive the inactive category, you will repeat the same step by clicking the 'Active' status.
Once done, hit 'Save' and that's it!
If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!