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How to manage expense categories

Expense represents your actual cash expenses incurred in providing services to a client. You use the Expense feature to keep track of how much you spend and on what. Please click here to learn more how to create an expense.

Expense categories are a list of approved items your expenses can be categorised on. To add an expense category, click on Expenses, when you are taken to list of expense category page, you click on the ADD CATEGORY button.


A pop-up box will appear when you click on the button, enter the name of the category and click on the ADD CATEGORY button. Please note that only Executives, Administrators and Accountants can add expense categories.

Updated on May 30, 2017

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