New company accounts would come populated with commonly used corporate Expense Categories upon sign up. As an admin, you can easily edit these categories to match your accounting Expense Categories and codes for integration.
Create a new expense category
- Sign in to your Navisteps admin account
- Go to Company Settings -> Expense Categories
- Click on (+) button
- Enter a name, related accounting code 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.