Create New Credit Category

General

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.

Creating a New Credit Category

To create a new credit category, navigate to Settings > Loan > Labeling > Credit Categories inside your company account.

To inactivate a category click the 'x' button to the right of the categories, you also can edit or delete them. To add a new category, click 'Add''.

Enter the name of the category in the field provided and then click 'Save'.


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