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, go to the User Profile section as indicated in the screenshot below.

Under the Expense categories section, within the User Profile screen, there will be a button to request a new category. Click on Request an expense category.

From here, enter the details of the category you require and submit for approval.

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