When you create an expenses group there is a default list of categories for expenses. You can create additional categories, or edit ones already there.

Only employees with administrator or expenses administrator access can follow these steps:

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click EXPENSES, then click Categories.

  3. Click ADD CATEGORY.

  4. Name the category.

  5. If required, create an internal code - This field appears in an excel export files and can be used for references to internal accounting codes.

  6. If you have created expenses groups, you can select which groups you want to have access to this new category.

  7. Click ADD.

📌TIP: To edit an existing expenses category click on the pencil icon. When finished editing, click SAVE.

For further help on set up, go to our Welcome hub.

Did this answer your question?