Is it possible to customize the expense categories?

oilpatchmike Expensify Customer Posts: 2
For example, I would like to change "meals and entertainment" to "employee meal" and add a category named "business meal". Thanks 

Best Answer

  • jbaxter
    jbaxter Approved! Accountant Posts: 40 Expensify Admirer
    Answer ✓
    @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.