Categories

In ExpensePoint, categories are used to classify and organize expenses for easier tracking and reporting. Proper categorization helps ensure accurate expense management and simplifies approval workflows. Categories can be customized and assigned to specific user groups, allowing for a tailored and efficient expense reporting experience.

Steps to View and Manage Categories

1. Access the Settings Manager:
   Navigate to the Settings Manager module at the top of the screen.
   
2. Open the Categories Menu:
   Click on Categories in the left-side navigation menu:
   
3. View Available Categories:
   A window will open displaying a list of all categories available to your organization in the ExpensePoint system.
   

Managing Categories

From the Categories menu, you can:

• Add a Category
• Edit an Existing Category
• Delete a Category

Categories can be restricted to certain users by assigning them through user groups. This limits the categories visible to each user, reducing clutter and ensuring users only see relevant options based on their assigned groups.

Watch the video below for a visual guide to Categories.