Add Custom Categories and Merchants

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From any screen, Click the Case Management Icon on the left side of the screen

This will take you to the  Case Management Screen,  Select the Merchants & Categories Tab of the Case Management Screen. 

We recommend creating custom categories first as you must attach a merchant to a category.  Custom Categories are sub-categories of the default categories.  The Default Categories are:

  • Additional Support
  • Alimony/Family Support
  • Arrears / Past Due
  • Base Support
  • Child Care
  • Education
  • Extra-Curricular
  • Healthcare & Medical
  • Other

To create a custom category, in the Custom Categories Section, click on the green Add Category button

This will open up the Add Category Window.

  1. Select the Parent Category
  2. Type your Custom Category
  3. By default, this is shared between you and the other parent.  if you wish to not share this category with the other parent,  uncheck the Shared? check box.
  4. Click the Green save button

Example: Your Custom Category is Sports.  You would select Extra-Curricular as the Parent and then Type in Sports in the Category name

Your new Custom Category will now show in the Custom Categories section.  If you wish to add more Custom Categories,  click the Add Category button and repeat steps 1 through 4 above.

Once you have created all your custom categories,  you are now ready to add Merchants.  To add a merchant, in the Merchants Section (located below the Custom Categories), click the green Add Merchant Button

This will open the Add Merchant window

  1. Select your Category/Sub-Category
  2. Enter the Merchant Name
  3. By default, this is shared between you and the other parent.  if you wish to not share this category with the other parent,  uncheck the Shared? check box.
  4. Click the Green save button

In this example we are using the custom Sport category created in the sample above.

 

Your new Merchant will be added to the Merchant Section.  If you wish to add more Custom Categories,  click the Add Category button and repeat steps 1 through 4 above. 

Click here to Add Category Splits

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