Set up expense categories
Employees can pick an expense category when they submit a claim, and each category posts to its expense account.
Before you start
- Access to manage expense categories.
- An expense account for each category in the Chart of Accounts.
Steps
Step 1: Open Expense categories
In the sidebar, choose Money, then Employee CA & Claim. On the Employee spend page, open the ⋯ menu and choose Expense categories.
Screenshot coming soon
The actions menu on the Employee spend page with the Expense categories option.
Step 2: Add a category
Click New expense item. Fill in the Item name, for example Local transport, and pick the expense account in Expense account. Default amount, Item code and Description are optional.
Screenshot coming soon
The New expense item form with Item name and Expense account.
Step 3: Save the category
Make sure Visible in expense claims is ticked, then click Save item. Repeat for other categories, such as meals, parking or business travel.
Screenshot coming soon
The list of expense categories with their expense accounts and status.
When you are done
- Active categories appear in the Expense category list on the claim form.
- When a claim is approved, its amount is posted to the category's expense account.
Common problems
Employees see a message that no expense categories are available
The company has no active category yet. Add a category and make sure Visible in expense claims is ticked.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.