Creating and Managing Expense Categories

Best Suited for:

• Back Office administrators
• Accounting and finance teams
• Users organizing and managing expense tracking

Important Information:

• Expense categories help organize and classify expenses for reporting and reimbursement
• Categories can be created, searched, activated/inactivated, and deleted
• Only active categories are available for use in expense entries

Strategic Workflow:

• Search and manage existing categories
• Create new categories as needed
• Maintain category status and remove unused ones

System Default Expense Categories:

Expense Category
Accounting fees	Insurance	Promotion
Advertising	Interest paid	Rent
Bank charges	Internet subscriptions, domain names, and hosting	Salaries, wages, and other compensation
Commissions and sales expenses	Laundry	Security
Consultation expenses	Legal fees	Small tools and equipment
Continuing professional education	Licenses	Software
Contract labor	Maintenance and repairs	Supplies
Credit and collection fees	Office expenses and supplies	Taxes
Delivery charges	Pension and profit-sharing plans	Telephone
Dues and subscriptions	Postage	Trade discounts
Employee benefit programs	Print and copy	Travel
Equipment rentals	Professional development and training	Utilities
Factory expenses	Professional fees

Creating an Expense Category:

1. Hover over My Office and click Expense Categories
2. Click +Add New in the top right corner
3. Type in the Category Name
4. Set "Is Active" to Yes
5. Click Save

Activating and Inactivating an Expense Category:

1. On the "Expense Categories" page
2. Check or uncheck the Active setting
3. Click the blue checkmark to save the status change

Deleting an Expense Category:

1. On the "Expense Categories" page
2. Click the trashcan icon next to the category
3. There will be a warning pop-up: Are you sure?
   • Select Yes to delete the Expense Category

Additional Resources:

Adding Expenses and Running Expense Reports