Category group admin screen

Category group admin screen

Located in expenses settings is the category admin grouping screen, this is where you can rename the labels and arrange the order of the category grouping on the claim entry screen.

To access the category group screen, click on expenses settings and then click category groups.

On the next screen, you can change the order of the category grouping and this is how it will appear on the category selection screen. You can also rename the header tags for the sub-categories.

To re order the category grouping click on the up and down arrows located on the right of the groups.

To re name or delete the category grouping, click on the pencil icon to enter the edit screen.

On this screen you can mark the category group as deleted or change the name of the category group.

Once the desired changes are made, click the save button to save the changes.

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