Manage expense categories (admin)

Categories are what employees pick when they raise a claim. Manage them from Expense → Categories.

Add or edit a category

1. Open Expense → Categories.
2. Add a category (e.g. Travel, Meals, Accommodation, Fuel, Office Supplies, Software, Telecom, Training) or edit an existing one.
3. Give it sub-categories as a comma-separated list if you want employees to choose a more specific type (e.g. under Travel: Flight, Train, Cab).
4. Save.

New and edited categories appear immediately in the New Claim form for employees.

Tips

• Keep the list short and unambiguous — too many categories slows employees down and muddies your spend reports.
• Use sub-categories instead of many top-level categories when the split is just a detail.

When to contact support

If a saved category isn't appearing in the claim form for employees, raise a ticket with the category name.