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How to Manage Component Categories?

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Written by Pam Winslow
Updated over 2 years ago

SmartProperty > Left-Hand Menu > Components

Following the workflow mentioned above, one lands on the Components screen.

Click the three-dot icon displayed at the top-right corner of the screen.

From the list of options revealed, click Manage Categories.

As a result, you land on the Edit Categories screen.

Here, all the existing categories are listed.

To edit a category, click the pencil icon located under the Actions column.

This displays the Update Category popup.

You can edit the name of the category from the Category Name field.

Similarly, the General Ledger code can be edited using the GL Code field.

Once the required changes are made, click the Save button.

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