Add Custom Categories and Merchants (Premium Feature)

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From any screen, Click the Case Management Icon on the left side of the screen, this will open the drop down menu.  Select either Merchants or Custom Categories

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

We recommend creating custom categories first as you must attach a Category to a Merchant.  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

Click on the Green Add Custom Category Button

This will open up the Add Category Window.

  1. Select the Parent Category
  2. Type your Custom Category Name
  3. By default, this is shared between you and the other parent.  If you do not wish to share this Category with the other parent,  uncheck the "SHARE THIS ITEM" 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.

Merchant_1.png

 

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. 

Merchant_2.png

Click here to Add Category Splits

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