When our systems categorise transactions we apply the most specific category we can accurately apply. An example of these more specific categories includes items like Fuel, Public Transport, and Road Tolls etc. as highlighted in the screenshot below. We call these Source Categories.
These source categories are able to be remapped into new summary categories like Transport.
Create a Custom Map
You can create your own custom category map if you like. Just select a map option i.e. Lixi or ANZ, and duplicate it. Duplicating a report gives you your own copy that you can adjust.
The Mapped Summary Category field becomes an editable text field. You can change the mapped summary category name to anything you like.
You can set the Type of expense this category represents to either Outgoings or Expense. The type selected determines which summary in the analysis this category is placed in i.e. in the Expense Summary (HEM-related), or the Other Outgoings Summary.
Once you have created your custom category mapping it becomes available for use with completed requests.
It is also available for selection when creating a new request.
Set your Default Report Version
You can set the default category mapping rules in Your Account > Settings. This lets you choose between the original format of the expense analysis, or the new version 2 report.
To take advantage of the new categorisation options you need to have the Version 2 report set as your default. This gives you access to the category mapping options listed below, including custom category mapping.
