Every expense receipt submitted through Envoice must be classified with an expense category. Categories help users organize, identify and report on the expenses they are submitting.
This article shows you how, as an Envoice Administrator, you can edit and disable categories.
On your account homepage, select Settings, and then select Expenses and Categories.
- Click the Edit (pencil icon) next to the category you want to edit.
- Edit the category details as needed. Click Save to verify your changes.
name of category visible for all users
|select the suitable type of category
|select if this category is local or non-local (used in travel expense reporting)
|specify an account related to the category
|select values for tracking (projects /objects) this category
|Visible in Expenses
|select, if this category should be selectable for Expense reports
|Visible in Travel
|select, if this category should be selectable for Travel reports
- Find a specific category and click the delete (recycle bin) icon next to the category you want to delete.
Deleting a category will prevent users from selecting the category for new expenses.