AVAILABILITY

If you are interested to learn more, please email [email protected] or contact your Customer Success Manager

NOTE

• Category management is not a separate offering or module, but is part of the expense reimbursement offering.

DEFAULT CATEGORIES

When expenses is enabled for your legal entity / company, a default category list gets created with the following category items:

• Flights

• Fuel

• Hotel Rooms

• Meals

• Parking

• Taxi

• Public Transport

• Equipment

• Internet

• Conferences

• Personal Development

CUSTOM CATEGORIES

You also have the ability to customize the category list under the settings area. You will have the option to -

• Add a new category list item

• Edit an existing category list item

• Deactivate a list item

• View inactive list items

• You can also associate a category to the GL accounts and organization units. Learn more.

Please note, the system will detect a duplicate category list item.

HOW IT WORKS 

STEP 1: Select the legal entity you want to customize the category list for.

Please note, if a legal entity is not enabled for expenses, you will see the screen below. Please reach out to your customer success manager and they would be happy to enable expenses for the legal entity.

ADD A NEW CATEGORY LIST ITEM

Click on the New Category button.

A new line will be added.

Enter the new category list item and associate it with the GL account. Please note, we will soon be releasing a separate section for associating categories to GL.

EDIT EXISTING CATEGORY LIST ITEM 

Select the category item you want to update and make the changes.

VIEW INACTIVE LIST ITEM

You can view the inactive category list items by checking the 'Show Inactive' checkbox.