Categories

Expense Categories help you to categorise your expenses and explain the nature of your expenses. Based on why and how you’ve incurred an expense, you can associate an expense category with it. For example, if you incur an expense for a client during the business lunch, you can create an expense under the Meals and Entertainment category. Also, categories help give a clear picture of your business expenditures when you run analytic reports.

Edit a Category

If you would like to change a category’s name or account, or if you would like to change an existing category to a sub-category, you can edit it and make changes.

To edit a category:

Click Settings in the top right corner of the page.
Navigate to Categories under Travel and Expense.
Hover over the category you want to edit and click the More icon at the right corner of the category.
Select Edit.
Make the necessary changes and click Save.

Disable a Category

If you disable a category, it will be marked as inactive and employees will not be able to associate it with an expense.

To disable a category:

Click Settings in the top right corner of the page.
Navigate to Categories under Travel and Expense.
Hover over the category you want to disable and click the More icon at the right corner of the category.
Select Disable. Once you disable a category, your employees cannot associate it with their expenses.
To view the disabled categories, click the All Categories dropdown on the top of the page and select Inactive.

Enable a Disabled Category

You can enable a category that was previously disabled.

To enable a category:

Click Settings in the top right corner of the page.
Navigate to Categories under Travel and Expense.
Hover over the category you want to and click the More icon at the right corner of the category.
Click the All Categories dropdown on the top of the page and select Inactive.
Click Enable on top of the page. The category will be enabled.
Also, you can disable and enable the categories in bulk by selecting the categories in bulk and clicking Enable or Disable respectively.

Delete a Category

If you want to remove a category permanently, you can delete it. However, if you do not want to delete a category, you can disable it and enable it later when required.

Prerequisite: You cannot delete a category that is already associated with an expense.

To delete a category:

Click Settings in the top right corner of the page.
Navigate to Categories under Travel and Expense.
Hover over the category you want to delete and click the More icon at the right corner of the category.
Select Delete.
In the pop-up, click Delete again to delete the category.

Export Categories

If you would like to send your expense categories details to your accounting software or any other application, you can export them.

To export expense categories: