How to add or update expense categories?

Important

HR Admin access required

How to Add or Update Expense Categories.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > SETTINGS > PAYROLL
  3. Select 'Expense Categories'
  4. To add:
    • Click 'Add Expense Categories'
    • Enter the name & short description
    • Save
  5. To edit:
    • Select the expense category that needs to be edited
    • Click 'Edit Expense Category'
    • Make the necessary changes
    • Save
  6. To delete:
    • Select the expense category that needs to be deleted
    • Click 'Delete'

NOTE: To learn about how expenses are linked to Payroll, check out our Payroll video tutorials in the Knowledge Hub.

 

 

 

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