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Topics
Business · Expenses and invoicing · Expenses · Submitting Expenses

Categorising Expenses

To add a category to your expense:

  1. Go to 'Hub'
  2. Open 'Expenses'
  3. Choose the expense
  4. Click 'Add' expense category
  5. Choose a category, or click 'New' to create a new one

To edit a category:

  1. Open 'Expenses'
  2. Click on the '...' button and select 'Expenses settings'
  3. Click on 'Expense categories'
  4. Choose a category to edit

When you make a repeat expense to the same merchant or counterparty, our system detects if you have an approved expense with this merchant. The new expense is automatically categorised.