Adding, Editing and Deleting Expense Categories

Adding, Editing and Deleting Expense Categories

Expense categories are similar to public holidays for example, these can be added at a company and department level. Expense categories are used when applying for an expense. Some departments may need a unique category For ex.  Photography department will need a Camera expense category.

Adding a company expense category

1. Navigate to Expenses -> Settings -> Expense Categories
2. Create new expense category by clicking the ‘+’ button on the top right
3. Enter the details and upload a suitable image
4. Alternatively, you can import expense categories – please contact [email protected] regarding this

Adding a department expense category

1. Navigate to Company Structure -> Departments -> Edit Department -> Expense ->  Expense Category
2. Create new expense category
3. Enter the details and upload a suitable image

Please note the following:

• Expense categories should be unique
• Department expense categories will only show for that department whereas company expense categories will show for every department
• All expense categories are active by default
• You can delete and edit expense categories by simply going into actions and selecting one of the following options