How do I create Categories in Expense report?

Updated on February 20, 2018 10:16PM by Admin

Expense Reports App allows you to choose a Category to match the type of category the report belongs to. Category is used to segment and help keep the reports organized. The app allows you to edit the Categories that you have already created.

Lets follow the steps to create categories

Steps to create Categories in Expense Report

  1. Login and access Expense report app from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    expense-settings
  3. Select “Categories“ from "Expense Reports" drop down from left Navigation panel.
    categories
  4. Click on "Create” button.
    create-categories
  5. Create category pop up appears.
    • Name - Enter the name of the category
    • Description - Enter description about the category
    • By enabling “Is attendee tracking Enable” - User can assign the category to the attendees
      create-new-category
  6. Click on “Create” button and the Categories will be created successfully.
    created-category



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