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NSC | Add Expense Categories on Write Checks and Use Credit Card Transaction Forms

edited Jun 30, 2025 8:59PM in Accounting / ERP

Every business has unique financial processes, and customizing your accounting software to fit your specific needs is essential. This article will guide you through adding an 'Expense Category' field to the 'Write Checks' and 'Use Credit Card' pages, providing a more comprehensive and organized expense management experience.

  1. Using an Administrator role, navigate to Transactions > Bank > Write Checks or Use Credit Card
  2. Go to Customize > Customize Form
  3. Go to Screen Fields tab
  4. Then go to Expenses subtab
  5. Mark the Show checkbox for Category.
  6. Click Save

By following these steps, you've successfully added the 'Expense Category' field to both the '

Ayitah Tallada | General Accounting and Asset Management

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