Expense categories

Group expenses for reporting.

Purchasing, Expense categories lists categories with name, color and status.

Expense categories
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Purchase

Steps

  1. 1. Create

    Click "New category". Enter name (up to 100 characters), color and Active.

  2. 2. Delete

    Use Delete in the row menu.

Good to know

  • Categories cannot be edited in the screen yet. Delete and recreate them.
  • Expenses store the category name as text. Deleting a category does not change existing expenses.

Related

  • Expenses

    Record and post receipts, travel costs and out of pocket expenses.