Expense categories let you define which options should be available when submitting an expense - customizing the experience to fit your internal processes.
How to Create a new Expense Category?
To create a new expense category, follow these steps:
Navigate to Company Settings.
Select the Expense Categories tab.
Click on Add new, fill in the category details, and choose which contract types it should apply to.
You can control which categories are visible during expense submission. If a category is set to hidden, it will not appear for selection.
Here’s a step-by-step guide on how to create an expense category 👇
When submitting an expense, only the applicable and visible categories will be shown for selection.