
Categories
Categories helps you to classify your expenses. These categories provide a clear picture of your business expenditures with the help of analytic reports. Zoho Expense comes with a set of default categories. Also, you can create new categories, if necessary.
To create a new category
- Go to Admin > Settings > Categories.
- Click on + New Category.
- Enter the category name and the account code.
- The category you create will be common to all policies. Within a policy, you can override the existing general rules and make rules specific to a particular category.
- Click Save to save your category.
To create a sub-category
Using Sub-categories, you can be further specific about your expense type. For instance, expenses incurred during a business travel include meals, lodging, cab charges etc. Here, you can add them as sub categories under the parent category โTravelโ. As a result, you can accurately track the amount spent during the business travel.โจโจ
- Click the Settings module under the Admin section on the left sidebar.
- Scroll down to the Category section.
- Click on + New Category button.
- Enter the category name.
- Select the option Make this a sub-category?
- Enter the account code if necessary.
- Click Save.
Importing expense categories
To import expense categories:
- Go to Admin > Settings > Categories.
- Click on the Option drop-down present right next to the + New Category on the top right corner of the page.
- Select Import category (.CSV or .TSV).
- Map the fields from your uploaded file and click Next.
- Click Import to import the category on to your Zoho Expense Account.
Exporting expense categories
To export expense categories:
- Go to Admin > Settings > Categories.
- Click on the Option drop-down present right next to the + New Category on the top right corner of the page.
- Select Export category.
- Choose the format in which you would like to save your file (.CSV or .XLS).
- Click Export to download the data on your Computer.