How do I set up the Expense Categories that can be selected?

The Manage Expense Categories Tool can be used to update and rename the Expense Categories available to users. Head to the Admin area and scroll down to EXPENSES.  Select Expense Categories. Scroll down to the bottom of the table and in the text box, type the Name of the new category. Click Add Item.

The Manage Expense Categories Tool can be used to update and rename the Expense Categories available to users. Head to the Admin area and scroll down to EXPENSES.  Select Expense Categories. Scroll down to the bottom of the table and in the text box, type the Name of the new category. Click Add Item.

Learn more: Want to learn more... here's an article on Managing Expense Categories.

Updated

Was this article helpful?

Have more questions? Submit a request