HOW DO I CREATE CATEGORY TAGS?

Owned by Melissa Furgiuele
Last updated: Apr 16, 2019
1 min read

Category tags will classify the type of purchases made by employees. The tags can all be created and edited on the Dash website. You can create up to 99 categories.

To create category tags:

  1. Login to app.getdash.io.
  2. Select "SETTINGS" from the menu bar on the left-hand side.
  3. Scroll down to Categories. Enter in the new category and select "ADD CATEGORY".

PRO TIP: You will be able to see which employees have set a category and description to classify their purchase when you generate a transaction report. To learn how to generate a transaction report, click here.