The Expense Categories feature allows you to create a list of expense categories you can allocate against your employees. This feature also allows you to disable an expense category if it is no longer in use, edit the data if it needs updating, and delete a record if it is no longer required. This article tells you how to apply these functions in the HR platform for HR-only organisations that are not connected to a payroll platform.
The article is for organisations that use the HR platform as a standalone. If you are an HR and payroll-connected organisation, please refer to this article: Managing expense categories via the HR Platform | HR & Payroll connected orgs.
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
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.
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