Category options

Split category (Admin)

To create a split category click Administration in the sidebar, then click Expenses and Categories in the Expenses menu. Click the blue Add new button to add a new category. As the category type select Standard purchase (split category) Once selected, the Split category options will appear which includes the two

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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

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Adding hourly rates

Navigate to Administration in the side bar, then click Expenses and then Categories. Either click Add new to add a new category or click the blue Pencil icon to edit an existing category. Select Hourly rate as the type. This will display an extra section to enter the hourly

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Adding / Amending rates for daily allowance categories

From the administration menu in the side bar navigate to Expenses and then click on Categories. Click the Pencil icon on the Daily Allowance categories in order to enter the category options for this category. On the following screen click on the Edit rates option. The rates

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Add claim category to a group of users

Firstly navigate to ‘Administration’ in the sidebar, then to ‘Expenses’ and then to ‘Categories’. We have added new functionality to the system whereby you can add claim categories to all or multiple users on the system at the same time.

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Add a new claim category

From the Administration menu, select Expense Settings, then Expense categories to either Edit, Remove or Add a claim category. Category List Use the Description to search for an existing category, deleted categories can be viewed by clicking the Deleted button next to Show To Edit an existing category click on

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