As part of reviewing transactions you are required to select a category. This article will detail the process of how to change the category for your transactions. How you change the category will depend on how you are adding the expense into Ember.
This article covers selecting categories for:
Bank transactions
See our article on navigating and reviewing bank transaction on our new transactions page
Out of pocket expenses
Changing a category when adding an out-of-pocket expense is done in a very similar way to the above.
If you head to the Expenses tab, and click + add out-of-pocket expense the transaction will initially be Uncategorised. By clicking into the Category tile you are able to select from the full list of categories available within Ember.
Purchase supplier invoices
Changing a category when adding a purchase supplier invoice is done in a very similar way to the above.
If you head to the Purchase tab, and click + Add a supplier invoice, the transaction will initially be Uncategorised. By clicking into the + Add a line item field on the invoice you are creating, you are able to select from the full list of categories available within Ember on the Add a line item page..
To amend a category on an existing purchase supplier invoice, simply click on the item you wish to re-categorise on the invoice, and then update the category on the Add a line item page.
