Create New Credit Category
When credits are logged on your loan or lease accounts, you can assign them to a category to classify them. This article covers creating a new credit category.
To create a new credit category, navigate to Settings > Loan > Labeling > Credit Categories inside your company account.
To edit, delete, or inactivate a credit category, click, , or respectively.
To add a new category, click Add. Enter the name of the category in the field provided and then press enter or click to Save it.