For users with the Administrator and/or Expense Manager role
The Admin Portal contains a selection of predefined main categories. These work well for most companies, but some companies may require additional customization. You can create your own subcategories, add accounting information, and deactivate subcategories to prevent employees from selecting them.
1. Find the Categories page
Go to Settings > Categories in the menu.
This takes you to the Categories page, where you can see a list of all 21 main categories available in the system.
2. Select a main category
Click a category to open its category information.
3. View, add, and edit information for a main category
On the category information page, you can:
- Add accounting information.
- Edit existing information.
- Ensure that the accounting information is correctly included when expenses are exported.
Note: You can only change certain information for the main categories. The main categories are predefined and cannot be renamed or deleted.
4. Create subcategories
- Click Add subcategory in the top-right corner.
- Select a main category.
- Enter a name for the subcategory and the accounting information.
- Click Save subcategory.
The new subcategory will appear under the corresponding main category.
Click a subcategory in the list to edit or update its information as needed.
5. Deactivate subcategories
If needed, you can deactivate a subcategory to prevent employees from selecting it.