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:
- Click your name in the top right, then click Settings.
- On the settings menu click EXPENSES, then click Categories.
- Click ADD CATEGORY.
- Name the category.
- If required, create an internal code - This field appears in an excel export files and can be used for references to internal accounting codes.
- If you have created expenses groups, you can select which groups you want to have access to this new category.
- 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.