Requesting a new category

Requesting a new category

In order to update or request a new category on your account, you must request this change from your expenses / payroll department.

Requesting a new category from the user profile screen

New categories can be requested from your user profile screen.

In order for a category to be requested by yourself the relevant access level must be assigned to your profile, again this can be requested through your expenses / payroll department.

To request a new category after the relevant access level has been granted, click the user profile section as indicated in the screenshot below.

Within the user profile screen, there will be a button to request a new category, by clicking this button you will be taken to a screen to request the category.

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