Adding expense categories
My accountant wants certain categories', how doi add them to my account. Ive googled it and the steps listed are not visible . help please,
KH
Answers
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Thanks for writing in @KurtHowell!
If you are using an accounting integration in Expensify, categories, tags, and report fields must be added and/or modified on the accounting side first and synced to your Expensify settings. It's not possible to add or modify these directly in Expensify.
You can sync a connection manually at any time by following Settings > Policies > Group > [Policy Name] > Connections > Accounting Integrations > Sync Now.
If you're not using an accounting integration, you can simply add new categories to your policy by following Settings > Policies > Group > [Policy Name] > Categories.
Let us know if you have any other questions!
