When I am putting in my receipts, can I create my own category to file them under or are the only options the ones pre-populated in the drop down --- making many of my things list under "Other"
Hi @CandyF - you definitely can! If you're just using the Free Version you can add Categories from Settings > Policies > Individual > [Policy Name] > Categories
If you're a Policy Admin, you can create your own categories from the policy itself within Settings > Policies > Group > [Policy Name] > Categories
Or you can always use one of our Accounting Integrations to sync over Categories!
Thank you!!! I knew there had to be a way but in roaming around I hadn't found it yet!
So far, this is not working. I add the categories, according to the instructions. My categories appear on the list in the settings, but when I go to my entered expenses to try to change the default category to one of my added categories, the added categories are not there. WTF???!!!!
It sounds like you may have added these categories on an individual policy while your account is using the group policy as the primary policy, or vice versa. If you aren't sure please chat in to Concierge through the site or app, or email [email protected]. We'd be happy to take a closer look and provide more specific advice!
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