Custom categories

What is a system category?
Kite supports automatic categorization for thousands of merchants through our category mapping.  System categories are default expense categories within the...
Tue, 30 Oct, 2018 at 10:54 AM
Can I rename system categories to match my company's expense categories?
Yes, you can rename default system categories on Kite Tab.  For example, 'Transport' can be renamed to 'Daily fare'.
Tue, 30 Oct, 2018 at 10:54 AM
Who can rename pre-defined system expense categories on Kite Tab?
The admin and super-admin can configure custom expense categories on Kite Tab.
Tue, 30 Oct, 2018 at 10:55 AM
What is category mapping?
You can rename default Kite system categories to match your company's expense categories. For example: 'Food' can be renamed to 'Meal&#x...
Tue, 30 Oct, 2018 at 10:56 AM
How to rename a system category?
To rename a default system category, 1) Go to Company Settings 2) Select Categories 3) Select the category you want to rename and Click 'Edit' 4) ...
Tue, 30 Oct, 2018 at 10:56 AM
Can I create a new category on Kite Tab?
Yes, you can create your own categories on Kite Tab as per the expense categories used in your company.
Thu, 20 Dec, 2018 at 11:36 AM
How can I create a new expense category?
To create a new expense category on Kite Tab, Go to 'Company settings'. Select Categories. Under Add Category, enter 'Category Name'....
Thu, 20 Dec, 2018 at 11:37 AM
How can I delete an expense category?
To delete an expense category, 1) Go to company settings 2) Select Categories 3) Select the category you want to delete 4) Click 'Delete' 5) Selec...
Thu, 10 Jan, 2019 at 9:53 AM
I want to delete an expense category and assign all expenses from that category to another expense category. How can I do this?
To delete an expense category, 1) Go to company settings 2) Select Categories 3) Select the category you want to delete 4) Click 'Delete' 5) Selec...
Thu, 10 Jan, 2019 at 9:54 AM