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What Is a Category and How Do I Create Categories on Breeze Payer

This guide explains how categories can be created on BreezePayer

Categories are organizational labels used to group beneficiaries, payments, vendors, or transactions into meaningful classifications.

Categories help administrators organize records, improve reporting, simplify approvals, and streamline payment operations.


What Is a Category?

A category is a logical grouping used to organize records within the platform.Examples may include:

  • Employee Payments
  • Vendor Payments
  • Contractors
  • Utilities
  • Operations
  • Marketing
  • Professional Services

Categories help administrators:

  • Organize beneficiaries.
  • Improve transaction reporting.
  • Filter records more efficiently.
  • Manage approvals more effectively.

How to Create a Category

  1. Log in as an administrator.
  2. Navigate to the appropriate setup or configuration section.
  3. Open the Categories menu.
  4. Click Create Category or Add New Category.
  5. Enter the category name.
  6. Add a description explaining the category's purpose.
  7. Save the category.
  8. Assign beneficiaries or transactions to the newly created category.

Best Practices 

  • Use clear category names

  • Avoid creating multiple categories with identical purposes.

  • Establish naming standards across departments.

  • Review categories periodically to keep reporting clean.

     

    Common issues identified:

    1. Administrators want to group vendors or beneficiaries.
    2. Categories were not created before onboarding beneficiaries.
    3. Users cannot locate transactions due to poor categorization.
    4. Reporting requirements require category-level grouping.

     

    Error messages and what they mean

Error message What it means and what to do
Category already exists A category with the same name is already on the system.
Category name required Enter a category name before saving.
Unable to save category Verify all required fields have been completed.
Category in use The category is linked to active records and may not be deleted.

Frequently Asked Questions

Why should I create categories?

Categories improve organization, reporting, approval processes, and beneficiary management.

Can I edit a category?

Yes. Administrators can generally edit category names and descriptions.

Can I delete a category?

Only if it is not actively linked to records or transactions, depending on system configuration.When to escalate

  • Categories do not save.
  • Created categories are not visible.
  • Transactions cannot be assigned to categories.

Please provide:

  • Company name
  • Category name
  • Screenshot of the issue
  • Date and time the category was created

Contact Seamless Support through any of the following channels for further investigation

  • Email: support@seamlesshr.com
  • WhatsApp: 0916 653 6169
  • In-app Live Chat

  • Phone: 0201 330 6080