To upload a new Category, hover your mouse over the Manage button in the header menu.
A drop down list will appear.
By selecting the option "Categories", a new page will open up with a list of all your Company's Categories.
On the top right hand side of the screen you will see a grey button which says "Upload Categories".
After selecting this button, you are given two options.
If you already have the CSV template and are ready to upload your file, select the "Upload Categories" button, find the file on your computer and upload it.
If this is your first time uploading a Category and you do not have the CSV template on your computer, select the "Download it here" option at the bottom.
A file titled "categories.csv" would have downloaded on your computer.
Open this Microsoft Excel file, and fill in the relevant information under the columns 1) Name 2) gl_code 3) account number
Save this file onto your computer.
Now return to your page and select "Upload categories".
Once you select the file from your computer and upload it, it is automatically entered into your Categories page.
Note: A GL code is the General Leger code which is an accounting account structure. It is optional. For more information on your Company's General Leger Code, contact your bookkeeper or Accountant.