Delete Category

Steps To Delete a Category

1. Access Settings Manager
   Open ExpensePoint and navigate to the Settings Manager located at the top of the screen.
   
2. Open Categories Menu
   From the left-hand menu, select Categories. This will display the list of available categories.
3. Select the Category to Delete
   Click on the name of the category you want to delete from the list.
4. Delete the Category
   Click the Delete Category option in the Categories navigation menu.
   
   Note: You cannot delete a Category if it is currently assigned to an open Expense or an unsubmitted Expense Report by any user.
5. Confirm Deletion
   A confirmation window will appear asking you to confirm the deletion.
   
   Click Yes to confirm or No to cancel.
6. Error Notification
   If you click Delete Category without first selecting a category, you will receive a notification prompting you to select a category before proceeding.
   

Watch the video below for a visual guide to the Delete Category feature.