Version : Business Enterprise Advanced
Environment : Web Android IOS
Status : User Manager Accountant Administrator
In N2F, you are free to add new expense categories (in addition to the 15 already existing when your account is created) to fully satisfy the needs of your company.
To add a new expense category, you have 2 options:
1. Create a new category
1.1 Login to the Web version.
1.2 Go to Settings – Advanced Settings – Expense categories – New category
1.3 Completely customize the newly created category (Caption – Type of expense – Taxes – Icon…)
1.4 Save and use this new expense category from now on.
2. Duplicate an already existing category (this option allows you to keep all the settings of the duplicated category.)
2.1 Login to the Web version
2.2 Go to Settings – Advanced Settings – Expense categories – Click on the blue squares icon to duplicate the corresponding category.
2.3 Adapt the settings of the new category.
2.4 Save and use this new expense category from now on.
If you use the Advanced version with several types of expense reports, you should follow these steps instead : Settings – Advanced Settings – Templates (select the one you want to add a new category to) – Expense categories and then follow the process detailed before.