If you are a network administrator, want to add "Global" categories that will be available for the entire network:
Visit [Admin] tab
Click [Categories] sub-tab
Click [Add Category] button
If you are NOT a network administrator, you can create "Agency Categories" (if permission has been given to you:
Visit [My Agency] tab
Click [Categories] sub-tab
Click [Add Category] button
When adding a new assistance category, the following details are available:
"Section" - Category sections are added by the network admin. You must select an appropriate section for your category
"Name" - Enter the name of your category in this field
"Description" - This field allows you to describe your category, if you like.
"Default Amount" - When the category is selected (when adding assistance) you can predetermine the amount you want to appear.
"Default Unit" - You can also predetermine the "Unit" you want to appear, as you select the assistance category. ("Units" can be added/adjusted by Network Administrators under [Admin] tab >> [Edit Network Settings] >> [Units] sub-tab. Learn more here: Adding/Editing/Deleting Units
"Fixed Value" - If you want to keep track of the $ value as well as the number of units, you can enter that as a "Fixed Value". Also, the "Fixed Value" will be multiplied times the amount entered as you add an assistance record.
For example:
If "1" "Meal" = $5; then, "2" "Meals" = $10