Defining your expense categories

In order to add expense items to projects, expense categories must be defined. Expense categories are managed by Admins and accessible under the company's Finance settings. Expense categories help organize expenses and are referenceable throughout the platform in page filters, project budgets, advanced reporting and the company's Expenses page.

This article covers:

• Creating a new expense category
• Editing an expense category

Creating a new expense category

Expense categories are include in a company's Finance settings and are accessible to Admins only.

To create a new expense category

1. Click Admin in the top bar.
2. Select Finance from the dropdown.
3. Click Expense Categories.
4. Click on the empty field under the already created expense categories.
5. Type the name of the new expense category.
6. Click on the Plus button to save.

Editing an expense category

It is possible for Admins to edit, update, rename or disable existing expense categories. 

To rename an expense category

1. Click Admin in the top bar.
2. Select Finance from the dropdown.
3. Click Expense Categories.
4. Click on the name of an already existing expense.
5. Enter the new name and click anywhere outside the field.

To disable or delete an expense category

1. Click Admin in the top bar.
2. Select Finance from the dropdown.
3. Click Expense Categories.
4. Click on the three dots next to the expense.
5. Select either to disable or delete an expense.