Note: the instructions in this FAQ apply to the Digit user interface only.

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To assign a category to a receipt, please follow the instructions below:

1.  Select the receipt using the check box to the left.

2.  The option to Assign categories will automatically appear to the top of the list of documents.

3. Click in the box and either scroll up and down to browse categories, or start typing the name of the category in the box.  

4. Click on the appropriate category then click on Save.

To assign the same category to more than one receipt at a time, you can select multiple receipts before clicking on the "Assign categories" button.  

If all receipts from the same vendor belong to the same category, you can use this feature in conjunction with the Filters by selecting a page of receipts at a time (use the top check box).  In the example below, we have assigned a category to all receipts with vendor name: "Osa Brands"