How to delete a category?

John_MiskellJohn_Miskell Posts: 1Expensify Customer

Answers

  • Jeremy BonifaceJeremy Boniface Posts: 41Expensify Team Expensify Team
    This depends a bit on your setup! If you're using one of our accounting integrations (like QBO, NetSuite, Sage Intacct, or Xero), then this is controlled via the integration, but you can disable categories from view/selection via Settings > Policies > Group > [Policy name] > Categories. From there, click the toggle on the left to either enable or disable a value.

    On the other hand, if you're not connected to an accounting integration, you should be able to go to Settings > Policies > Group > [Policy name] > Categories, then click the red x to remove a given category. If you're not using a Group Policy, then you can do this via Settings > Policies > Individual > [Policy name] > Categories

    Let me know if you have other questions, or feel free to reach out to [email protected]!
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