Can I import new categories?

Yes. To import new categories:

  1. Login to Zoho Expense organization.

  2. Switch to the Admin View.

  3. Go to Settings.

  4. Under Customization, select on Modules.

  5. Select Categories.

  6. Click the More icon at the top right corner of the page.

  7. Select Import Categories from the dropdown.

  8. On the page that follows, upload your file and click Next.

  9. Map the fields, and click Next.

  10. Then, click Import.

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