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Manage expense categories as an HR-only organisation

Updated

Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Admin      

The Expense Categories feature lets you create and manage a list of employee expense categories. An expense category is a classification used to group similar expenses, such as travel, meals, or supplies.

This feature allows you to:

This article explains how to use these functions within the HR platform for organisations not connected to a payroll classic platform. If you are connected to both HR classic and payroll classic, please refer to this article.

Manage data

Create an expense category
  1. Click the   Settings menu on the left of the screen.
  2. Click the Expense Categories submenu.
  3. Click the Add Expense Category button.
  4. Complete the following fields:
    • Name.
    • Tax rate.
  5. Click the Save button.
  6. The expense category will be automatically enabled once you have created it.
Edit an expense category
  1. Click the   Settings menu on the left of the screen.
  2. Click the Expense Categories submenu.
  3. Click the    Actions button.
  4. Click the   Edit button.
  5. Make the required changes and click the Update button.
Enable an expense category

Important

Enabling an expense category will add it to the list of expense categories an employee can select from when creating an expense claim.

  1. Click the   Settings menu on the left of the screen.
  2. Click the Expense Settings submenu.
  3. Click the    Actions button.
  4. Click the   Enable button.
  5. Click the Enable button.
Disable an expense category

Important

Disabling an expense category will remove it from the list of expense categories an employee can select from when creating an expense claim. It will not remove it from historical claims.

  1. Click the   Settings menu on the left of the screen.
  2. Click the Expense Categories submenu.
  3. Click the    Actions button.
  4. Click the   Disable button. 
  5. Click the Disable button.
Delete an expense category

Important

The option to delete an expense category is only available when you have not used an expense category in an expense claim.

  1. Click the   Settings menu on the left of the screen.
  2. Click the Expense Categories submenu.
  3. Click the    Actions button.
  4. Click the   Delete button.
  5. Click the Delete button.

Further information

Why is an expense category not showing?
  • If an expense category is not showing, try clearing your cache or using Incognito mode when using the Google Chrome browser.
  • How to Resolve an employee with no expense category:
  1. Navigate to Settings
  2. Locate the relevant policy and click the three dots (...) under the Actions column.
  3. Select Assign Employee.
  4. In the pop-up window, you will see unassigned employees on the left and assigned employees on the right.
  5. Use the arrow icons to move the relevant employees from the left column to the right.
  6. Click Save.

Explore related content

  • Set up and manage Goals (OKRs) This feature shows you how you can use the Objective, Key Results (OKR) framework to help align and connect all your employees to your company goals.
  • Set up and manage Company Values This feature allows you to view the details of each of your organisation's chosen company values, enabling you to see the what your leadership team feels embody the vision and purpose of your business.
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