expense category

veh Expensify Customer Posts: 1 Expensify Newcomer
edited August 2018 in Getting Started

Best Answer

  • Kirk Barrett
    Kirk Barrett Expensify Success Coach - Admin Posts: 128 Expensify Team
    edited March 2020 Answer ✓

    Yes you can! If you are using Expensify as an individual on a Track or Submit policy you will want to add these in Settings > Policies > Individual > [Policy Name] > Categories.

    If you are working from within a company, any administrator can add additional categories by going to Settings > Policies > Group > [Policy Name] > Categories and entering them here.

    One thing to note is that if you are using any of our accounting integrations, (QuickBooks, Xero, Intaact, etc,) you will need to enter new categories in the accounting package itself, and then sync those over to your company policy through the Connections tab on the policy.

    Policy Categories

    If you are having any further trouble with this please let us know!