Version : Business Enterprise Advanced
Environment : Web Android IOS
Status : User Manager Accountant Administrator
To personalize your expense categories, (new category / settings / delete), you need to log in to the Web version:
Settings – Advanced Settings – Expense categories
You may select the category you want to make a change to:
You can then make the changes you want, through four different tabs:
- Settings:
Activate or deactivate the category
Change the category label
Add a Comments help
Personalize the icon
Configure the accounting account.
- Rules:
Implementation of limits, fixed amounts, proportional reimbursement, maximum number of occurrence on a fixed period.
- Taxes:
Settings of taxes applicable to the category, the percentage of recoverable VAT and default calculation of the VAT in the expense.
- Display:
Manage the display of fields when entering an expense:
- Mandatory
- Optional
- Hidden
For more details on how to configure the display of fields, you can read the dedicated article: How to make a field mandatory in a category?
Tips:
- When you create your account, all fields are displayed as “Optional”.
- If you have subscribed to the Probative value archiving with evidential value option, it is advisable to make the receipt mandatory.