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.

How To

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 editdelete, or highlight_off 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.

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