Expense category

The expense category is to categorize expenses into specific groups for better tracking, analysis, reporting, and decision-making. It is a multi-level categorization, providing detailed levels within each category.

1 Create expense category

Step 1: Click on [All category] to create a primary category or click on a parent-category to create a sub-category under an existing category

Step 2: After entering the name and category no., click on the "Save" button on the top-right side of the page to ensure the new category is created.

Remark:

• The user can adjust the sequence of the category by drag and dropping them to match the desired sequence.

1.1 Field Explanation

Category name: Cannot be filled in. Indication of the upper-level category within the hierarchy.

Category no.:Cannot be filled in. Indication of the upper-level category number, used for accounting system integration.

Enable category: Cannot be toggled. This setting determines whether the parent-category can be seen in my expenses, the expense list, included in reports, and displayed in the category selector.

Sub-category name: Can be filled. This is the name of the sub-category that falls under the upper-level category.

Sub-category no.: Can be filled. This is the identification number of the sub-category.

Enable sub-category: Can be toggled. This setting determines whether the sub-category is enabled and available for selection in the system.

2 Edit category

Step 1: Click on the parent-category to see all options available

Step 2: Make the changes and click "Save" on the top-right of the page.

To add a new row, click on the (+) button or by pressing enter on your keyboard.

To delete row, simply click on the (x) next to the desire row to be removed.

Re-adjust sequence by drag and dropping the category on the list.

Before

After

Remark:

This will affect the sequence presented in a table report.

3 Import

Step 1: In the top-right corner of the page, click "Import".

Step 2: Export the template by clicking on "Export template".

Step 3: Fill up the Excel template

Step 4: Select the filled Excel file by double-clicking on the file or click on the file and click "Open".

Step 5: Select whether you would like to add new data or update the existing data, once done, click on "Start importing" to begin the import.