Categories divide expenses based on shared characteristics. You can add custom categories and subcategories so your employees can select the correct category while adding expense details.
Go to the Manage expense categories settings page
Select the Settings tab on the left panel.
Select the Expenses & reports tab, then the Manage expense categories page.
You can add categories individually or in bulk. Select your preference by selecting the required button.
Manually add a category
To manually add categories one at a time, select the Add category button. In the pop-up, enter the details for the category. The category name is mandatory. While optional, you can map the custom category to a system category to ensure Expense Management auto-fills the category expense field correctly.
Once you’ve filled in the details, select the Add category button.
The category will be added to the list on the page.
Bulk add/update categories
You can also bulk add categories. Select the Bulk add/update button. In the pop-up, select the Download template button to instantly download an Excel template you can use to add the details of multiple categories.
Once you’ve completed the Excel template, select the Upload file button to import your categories. They’ll populate within the table on the page.
Add subcategories
Subcategories can be used to further divide expenses within the same category.
To add subcategories, select the Add subcategory button in the row of the category.
In the pop-up, add the required details for the subcategory. Then, select the Add subcategory button to save your subcategory.
Once saved, the subcategory will appear under the main category in the list on the page.
Disable categories
If a category or subcategory is no longer in use and you don’t want it to show as an option to employees, disable it by switching the corresponding toggle off.
To re-enable it, switch the toggle to on.
If you need further assistance with adding categories or subcategories, contact our support team at support@capitalone-fylehq.com.