Create or edit an expense category

This article is intended for:

Admin

Related module:

Are you an organization pro who needs everything clean, tidy, and categorized? You're in luck: Eurécia allows you to set up expense categories 😁

This will allow you to:

👉 Visually classify expense types during entry

👉 Group expense types for data analysis

Access: Nouvel Admin area > Notes de Frais > Ouvrir Paramètres avancés > Catégories de dépenses tab

First, click the 'Ajouter' button:

You can then define the category name and select the associated expense types:

Note: Categories allow you to visually classify expense types to make entry easier for your users

To create a category only for data analysis, check the 'Seulement pour l'analyse de données' box. In this case, you will find these categories as a filter on the 'Analyse des dépenses' page, but they will not be visible to your users during entry:

And there you go, your categories are created, everything is in order!

Keywords: Expense report · business expenses · expense · type · expenses · reimbursement · expense reports · meal vouchers · deduct · guest · restaurant · suffix · settings · TR · NDF · recovery · entry · grouping · line · charge · debit · credit

Create or edit an expense category