New company accounts would come populated with 17 commonly used corporate expense categories upon sign up. As an admin, you can easily edit and delete these existing categories, or create additional expense categories of your own to better organise your company's expenses.
Create a new expense category
- Sign in to your Navisteps admin account
- Go to Company Settings -> Expense Categories
- Click on (+) button
- Enter a name and an optional description for the expense category. Toggle it to active to enable users to select the category for expense claims
- Click Save to finish
As an admin, you will be able to filter and view expenses tagged under each category on the Insights page.
Get in touch with us at [email protected] if you need any help.