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Add Category - General

Under the General tab, you can configure key details for each category.

  • Category Title: Enter the name of the category as you want it to appear to users. Use clear, simple names that reflect how users commonly refer to the category.
  • Add Tools: Select one or both of the following options to add these tools to the expense editing window.
    • Route (Google Maps): Enables the Add Route tab in your Expense editor.
      Expense Editor window with Add Route option selected
      Users can add Mileage Expenses by entering the destinations into the Route Calculator.
      Route calculator widow with destinations entered
    • Mileage: Adds a calculator icon to the Units field in the Expense editor.
      Units field in the Expense editor
      This tool helps Submitters calculate their mileage by entering the start and end mileage. The total mileage will be calculated. This tool also allows Submitters to split Business Mileage from Personal Mileage if needed.
      Units Calculator window
  • Default Payment Method: Set the default payment method for this category. When users select this category, the payment method field will be pre-filled accordingly.
  • Default Personal Expense: Choose from the dropdown list to specify if the category is considered a personal expense:
    • Not Personal Expense: Category cannot be a personal expense.
    • Personal Expense: Category defaults as a personal expense.
    • Not Specified: No default; Submitters see the full list of available payment types in the dropdown.
  • Default Cost Per Unit: Optionally enter a default cost for this category. This is useful for categories such as Mileage rates, Per Diem rates, or Car Allowances.
  • Tax Calculation: Choose from the dropdown list how tax is handled for this category
    • Automatic: Tax amount is calculated automatically based on system tax settings and is read-only for submitters.
    • Manual: Submitters must manually enter the tax rate.
    • Automatic/Manual: Automatically displays a tax percentage that Submitters can override if needed.
  • Taxes Table: Includes columns for Tax and Rate. Check the box next to each tax type you want applied to this category.
  • Lock Tax Selection: Check this box to prevent Submitters from changing the tax type for this category.