Create or modify an expense category

This will allow you to:

👉 Visually classify expense types when entering data

👉 Group expense types for data analysis

Who is concerned by this article?

The administrator as the person responsible for configuring the Eurécia platform.

Create or modify an expense category

Access: Admin Area > Expense Reports > Open Advanced Settings > Tab Expense categories

First, you need to click on the 'Add' button:

You will then be able to define the name of the category and select the associated types of expenses:

To create a category for data analysis only, you will need to check the 'Only for data analysis' box. In this case, you will find these categories as filters on the 'Expense Analysis' page, but they will not be visible to your users when entering data:

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

 

Keywords associated with this article:

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