How to add additional Categories

Paka4u
Paka4u Expensify Customer Posts: 1
in Getting Started

When adding expensive we need to be more specific other then just saying "Travel" and I agree there needs to be a more in-depth selection to "Entertainment"

Here a list of my companies own requirements

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If we could just add our own categories that would great

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Answers

  • Nicole Trepanier
    Nicole Trepanier Expensify Team Posts: 498 Expensify Team

    @Paka4u You can create expense categories in your policy settings at Settings > Policies > Individual > [Policy name] > Categories. Please find detailed instructions here.

    If your Expensify policy is connected to an accounting integration, first add or edit the categories in the accounting software. Then sync the accounting software connection at Settings > Policies > Individual > [Policy Name] > Connections to import the new categories into Expensify.

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