Expense categories are line-item expense classifications that can be tailored to each company's unique accounting and/or operational needs.
By setting Expense Categories that correspond to the company's accounting set-up, spendings in travel service bookings and expense claims filed by users could be allocated to meaningful Expense Categories and automatically compiled for finance disbursements, bookkeeping or management reporting.
As an admin, you will be able to filter and view expenses recorded under each expense category on the Insights page.
After setting up Expense Categories, you need to link it to Policies for it to appear in expense filings.
If you are a company admin and have yet to create any expense categories, here is how to set one up.
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