Is it possible to customize the expense categories?

oilpatchmike

For example, I would like to change "meals and entertainment" to "employee meal" and add a category named "business meal". Thanks 

jbaxter

@oilpatchmike If you have linked Expensify to an accounting system then you should edit the accounts there and then sychronize to Expensify. If you are using Expensify independently then you can edit the categories to your hearts content as long as you have Policy Admin access.
Go to Settings > Policies > Categories > Add a Category. 
To edit the category name just hover over it until you see a little pencil, then click and edit.

oilpatchmike

Thank you. I tried to do as you directed on the PC website but it did not work. But I went to the iPhone app and it worked. Thanks again.

Jason Li

Thanks for the assist @jbaxter! Glad you were able to get it sorted out @oilpatchmike.