Available for the following HR classic 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:
- Create new expense categories
- Edit existing categories as needed
- Enable an expense category
- Delete or disable categories that are no longer in use
This article explains how to use these functions in the HR platform for organisations not connected to a payroll system. If you are connected to both HR and payroll, refer to this article.
Manage data
- Click the Settings menu on the left of the screen.
- Click the Expense Categories submenu.
- Click the Add Expense Category button.
- Complete the following fields:
- Name.
- Tax rate.
- Click the Save button.
- The expense category will be automatically enabled once you have created it.
- Click the Settings menu on the left of the screen.
- Click the Expense Categories submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Update button.
Important
Enabling an expense category will add it to the list of expense categories an employee can select from when creating an expense claim.
- Click the Settings menu on the left of the screen.
- Click the Expense Settings submenu.
- Click the Actions button.
- Click the Enable button.
- Click the Enable button.
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.
- Click the Settings menu on the left of the screen.
- Click the Expense Categories submenu.
- Click the Actions button.
- Click the Disable button.
- Click the Disable button.
Important
The option to delete an expense category is only available when you have not used an expense category in an expense claim.
- Click the Settings menu on the left of the screen.
- Click the Expense Categories submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
Further information
Explore related content
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- HR platform: 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.