Hemlane allows you to create custom subcategories to help organize and manage your rental transactions. From a “Pet Rent” subcategory to an “Application Fee,” you can tailor your financial categories to suit your reporting needs.
To Create a New Subcategory
Step 1: Click into the Financials tab.
Step 2: Select the Settings section from along the top.
Step 3: Choose Subcategories from the sub-menu.
Step 4: Click “Add a Subcategory” under the category you would like to update.
Step 5: Type in your subcategory label in the popup window under Subcategory Name.
Step 6: Select the main category the subcategory will exist under and save.
To Edit an Existing Transaction and Assign a Subcategory
Step 1: Under the Financials tab, locate the request you would like to update and click View to open the transaction details.
Step 2: Click Edit.
Step 3: Under the Payment Category dropdown menu, select the subcategory you would like to assign to the transaction.
Step 4: Save your changes.
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