How do I create category tags?

Category tags will classify the type of purchases your employees has made. These can all be created and edited on the Dash website. You can set 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".

Your employees will then be able to use this to tag their purchase with.

 

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.

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