Expense Categories - Creating and Managing


The Expense Categories page in the Business Payroll Settings section is used to define the various employee expense categories used by your business.

On the payroll dashboard, select the Expense Categories option on the Pay Run Settings tab:



In order to add an expense category, 

  1. Click on the green "Add" button to the top right hand side
  2. Enter the name of the expense category
  3. Enter an External Id for the expense category, if required
  4. When you're happy with the details, click on the "Save" button




To edit an expense category, click on the name of the category you want to edit. This will expand the details of that category for editing. Make the necessary changes and click Save when you're done.

You are also able to delete expense categories from this screen by hovering your mouse over the category that you want to delete and clicking on the red circled cross that appears. Note that you cannot delete expense categories that are in use. 

If you have any questions or feedback please let us know via support@yourpayroll.co.uk


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