How can I configure the list of expense types that employees can reimburse?

As a platform admin, to configure the list of expense types that the employees in organization can reimburse, you can do the following:

1. In the sidebar, in the Business section, click Settings.

2. Go to Payroll > Expense Categories.

   This page lists all available expense types that employees can reimburse.

3. Do one of the following:

   • To add a new category, do the following:

     1. Click + Add Expense Category.

        

     2. Enter the following information:

        1. Enter a Name for the expense type.

        2. Enter a Description to document what the expense type needs to be used for.

        

     3. (Optional) If applicable, you can also configure the following details of the expense category:

        1. In Default Cost Center, select the cost centre that you want to associate the expense type with by default.

        2. In Default Account Name, select the expense account that you want to associate the expense type with by default.

        3. In Parent Category, select the expense category that you want to set up as the parent for your new category.

        4. If you want to enable the expense category for only specific audiences of employees, in Audience, enter the exact name of the audience

     4. Click + Save Expense Category.

     The new expense category is added to the list of expense types that employees can select (in the Type field) when adding expense items to expense requests.

   • To edit an expense category, do the following:

     1. Click the category to expand the section.

     2. Click Edit Expense Category.

     3. Update the details of the expense category

     4. Click + Save Expense Category to save your changes.

Additional information

See Can I specify the expense type in my reimbursement request? for more information about selecting an expense type.

See Requesting expense reimbursements for the detailed procedure and additional information about reimbursing expenses.