By role

Expense admin

How to create categories?

  • Go to Organization – > Settings -> Expense -> Category

  • Add Category -> New Category

  • Enter Category Name
  • Add Fields by clicking on “+ Add fields”

  • You can choose from an existing pool of fields, or create your own fields. To select from the existing list, select the relevant fields and click on Add Fields

  • To add a new field, click on the Create New Field button.
  • Enter a field name, and the type data being captured. For example, if the field is a drop-down field, specify the options that will be displayed by clicking the + add more button
  • Click on Create Category to update your changes.

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