For people with Administrator and/or Expense manager role
Cardlay Expense comes with a selection of predefined main categories. While these work well for most companies, some may require additional customization. You can create your own subcategories, add accounting information, and disable subcategories to prevent employees from selecting them.
1. Find the Categories page
In the menu, click Settings > Categories. This will take you to the categories page, where you can see a list of all 21 main categories available in the system.
2. Select a main category
Click on a category to open its details.
3: View, add and edit main category details
On the category details page, you can:
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Add accounting information.
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Edit existing details.
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Ensure accounting information is correctly included when exporting expenses.
4. Creating subcategories
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Click 'Add Subcategory' in the top right corner.
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Select a main category.
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Enter a subcategory name and accounting details.
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Click 'Save Subcategory'.
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The newly created subcategory will appear under its corresponding main category.
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Click a subcategory from the list to edit or update details as needed.
5. Disabling Subcategories
If necessary, you can disable a subcategory to prevent employees from selecting it.
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We hope this information helps you effectively manage your categories and subcategories in Cardlay Expense.