You will be required to select an expenditure category (budget category/code) for every expenditure transaction recorded onto the platform.
Each category has several tick boxes to the right which show which departments have access to those categories on the platform and whether the category is active.
Depending on your permissions, you may be able to add, edit or deactivate Expenditure Categories by clicking the ‘Edit Mode’ button.
By default, the platform will display the expenditure categories in alphabetical order when adding a transaction. You can change the default ordering by entering a list number.
Expenditure categories and sub-categories can either be given a name or a name and a code
The ticks indicate which departments have access to select the various expenditure categories and sub-categories within the platform.
Unticking ‘Active’ will deactivate the category or sub-category for all users
If it has been entered, hovering your mouse over this icon will reveal a brief description of the sub-category
Still have questions?
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