Setting up expense categories helps automate accounting activities and reduce the manual work of accountants.
Expense categories are displayed to users who take pictures of expense receipts (or invoices) with the Envoice mobile app or create expense reports.
Expense categories can be linked to specific expense accounts (and, if desired, to projects/objects), eliminating the need for accountants to manually post documents added by users.
Envoice creates a few expense categories when each company account is created. All of these expense categories can be edited, deleted, and linked to a specific account from the company's account plan.
You can also create completely unique expense categories for your company.
This article shows you how, as an Envoice Administrator, you can edit and disable categories.
How to add or edit expense categories?
- Go to Settings and then select Expenses
- Select Categories.
- Click the Add new category or Edit (pencil icon) next to the category you want to edit.
- Add a new category or Edit the category details as needed.
- Click Save to verify your changes.
| Description | name of category visible for all users |
| Type | select the suitable type of category |
| Region | select if this category is local or non-local (used in travel expense reporting) |
| Expense account | specify an account related to the category |
| Tracking | 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 |
How to delete expense categories?
- Find a specific category
- 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 and completely remove it from view.