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:
Activate or deactivate the category
Change the category label
Add a Comments help
Personalize the icon
Configure the accounting account.
Implementation of limits, fixed amounts, proportional reimbursement, maximum number of occurrence on a fixed period.
Settings of taxes applicable to the category, the percentage of recoverable VAT and default calculation of the VAT in the expense.
Manage the display of fields when entering an expense:
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?
- 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.