Settings

Under Settings, there are five tabs:

• Company settings
• Categories
• Card programs
• Balance accounts
• Cost codes

Under Company settings, there are options for Expenses:

• Expenses: You can choose whether users can:
  • Select categories
  • Mark expenses as personal
  • Split expenses

Under Categories, you can view the predefined categories and manage and set up subcategories.

To manage a subcategory:

1. Click an existing subcategory.
2. View and edit:
   • Name
   • Expense account
   • Whether employees are required to add comments for selected categories
   • Whether employees are exempt from adding receipts for selected categories

Click Add subcategory in the top-right corner.

1. Choose a main category to attach the subcategory to.
2. Add the name of the new subcategory.
3. Add the expense account type, for example a G/L account.
4. Add the expense account number.
5. Set additional options:
   • Require employees to add comments for selected categories.
   • Do not require employees to add receipts for selected categories.