Add a transaction subtype

Issue/Question

---

How do I add an option to the subtype dropdown list?

Resolution

---

To add a new transaction subtype to the drop-down list for your organization:

1. Go to the Gear icon > Settings > General
2. Select Drop-down Lists from the list on the left
3. Choose Transaction Subtypes in the Transaction section
4. Click Add Row and type in the name of the new subtype (repeat this step, if needed)
5. Save Changes 

⚙️Note: User Permissions may limit access to this feature or functionality.