Within Capture Expense, you can create several types of business expense Categories and assign them the appropriate policy, spend rule and General Ledge (GL) code. The claimant can then select the relevant Category on their expense form for their specific needs.
To create a category
- Navigate to the Categories page.
Go to Setup> Overview> Expense Categories or Setup> Categories - Click + Categories. The Category page appears.
- Select the Category Type.
- Enter a Name.
- Scroll down and enter a GL Code. This is used to link the Category with the nominal record in your accounting software.
- Select the relevant VAT code.
- Continue to select options and enter data where necessary. For more information, see What are Categories?
- Click the Save button. The Category is created.
To create the categories in bulk
Export the Category template with or without data and enter the new information. You must include the Name, GL Code and Vat Code as a minimum. Once you have completed the template, import it into Capture Expense.