How to create a category and configure my chart of accounts?

Selim Ounis Updated by Selim Ounis

As Administrator, you are able to create and modify expense categories from the web interface.

When you modify the categories in Expensya, you can also configure the expense accounts, the VAT accounts, and the VAT recovery rates, for each category. This enables you to configure your chart of accounts in Expensya.

To create a category:

Go to the “Administration” tab, “Categories” sub-menu,

Press the “Add a category” button,

Choose the category, title and icon,

To configure an expense account, VAT account and a recovery rate for a category:

Click on the “Accounting" tab,

Fill in the expense account, VAT account and VAT recovery rate.

To customize the fields in your expense form:

1.       Click on the “Customization” tab,

2.       You can hide the title, make the image mandatory (payment receipts), hide VAT, etc.

 You can subsequently configure scan technology of this category and save it.

You can consult this page to find out “How to configure scan technology of a category”.

To modify a category:

Go to the “Administration” tab, “Categories” sub-menu,

Select the category you want to modify (e.g. “Car”)

You can make your changes from the “Basic parameters” tab, “Accounting”, “Customization” and “Scan technology” if necessary. Save.

How did we do?

How to fill the project import template

Customize the expense form fields

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