For persons with administrator and/or Expense manager role
You will quickly notice that Cardlay Expense comes with a selection of predefined main categories. This selection works well for most companies, but for others it might not be sufficient. If that is the case, you will be able to create your own subcategories. Accounting information can be added to both main categories and subcategories and this information will be passed to the accounting export files. Last but not least, you will even be able to disable subcategories and thereby prevent employees from selecting them. This is how you update categories and set up subcategories:
a. Find the Categories page
In the menu, click settings and then categories. Now you will land on the categories page where you can see a list of all 21 main categories in the system.
b. Select a main category
Click on a category to open the category details.
c: View, add and edit main category details
On the details for the main category, you can add accounting information. All accounting information will be included when you download and export expenses.
d. Creating subcategories
On the top right corner, click add subcategory.
Now you will see the add subcategory form.
First select a main category, then write a name for your subcategory. Now add accounting information and click the “save subcategory” button
Now you can see the subcategory you just created, under the related main category on the categories page.
Click on a subcategory from the list to open the subcategory details, if you want to edit/update information.
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