Last Updated On March 07, 2018
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Adding, Editing and Deleting Expense Categories

Expense categories similar to public holidays for example, 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 i.e. Photography department will need a Camera expense category.

Adding a company expense category

  1. Navigate to Expenses -> Expense Categories
  2. Create new expense category
  3. Enter the details and upload a suitable image
  4. Alternatively, you can import expense categories – please contact support@lunahr.co.uk regarding this

Adding a department expense category

  1. Navigate to Departments -> Edit Department -> 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