Expense categories are the backbone of effective expense management, helping you budget and organize costs for accurate tracking. By aligning your categories in GetGoing with those in your accounting or HR software, you streamline reporting and reduce administrative effort. Here’s how to set them up.
1. Navigate to your Expense Policies
From your dashboard, go to the Policy tab and select the Expense Policies page. This is where you’ll manage your company’s expense categories and other policy settings.
2. Click on the Expense Category Section
In the Expense Policies page, locate the Expense Category section and click "view". Here, you’ll be able to add or edit categories to match your accounting structure.
3. Enter Your List of Categories
Type in each category you want to add, ensuring these align with your company’s existing accounting or HR software categories for consistency. Common categories include Travel, Meals, Office Supplies, Client Entertainment, and more.
4. Click "Save"
After entering your categories, click “Save” to store the list. These categories will now be available for selection when employees submit expenses.