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?



- 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.