I'm new to expensify, and I was wondering if there is a way to change or add a new category?
Thanks for writing in, @Jen72! Take a look at this help doc for instructions on adding categories to your policy. Let me know if you have any other questions!
I've tried to follow your instructions to change/add new categories of expenses.
However when I log to Expensify and go to Policies I don't see any categories in "Group", so I can't change them nor add new ones. Why?
Print screen of what I see:
Thanks in advance for your help.
From the screen you're on, you'll need to click the blue policy name SWISSto12 SA. This will take you into the policy itself. Then, on the left-hand side, you'll see the option for Categories.
Let us know if you're still having trouble with this!
FYI To be able to see the categories section I had to click on "individual"
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