Customize category recognition for fast scan

Eya Satouri Updated by Eya Satouri

As an Administrator, you have the option to configure the categories from the Expensya website.

When configuring categories, make sure you insert the correct predefined categories so that our fast scan can correctly detect the category.

What are predefined categories?

Predefined categories are categories of the same nature that you wish to group under the same category.

For example, we can group expenses for bus, taxi, metro, train ticket under "Transport". And when our Intelligent Recognition detects one of these categories, it will associate the expense with the "Transport" category.

To create your own predefined categories:

Go to the "Administration" tab, under the "Categories" menu

You can modify an existing category or add a new one :

Set the category label, icon, and VAT accounts if necessary.

Then, pick the categories to be grouped under the one you have created or modified :

Next you can configure a time slot, when the smart scan recognizes a category and the time on the receipt matches the time slot, the expenses will be categorized as 'Lunch time'.

Affect the category to a group of users if needed, if not it will be made available to all employees

Don't forget to save your freshly created category !

How did we do?

Customize the expense form fields

How to configure expense rules