The Expense Categories page is used to define the various employee expense categories used by your business. To add an expense category:
Go to 'Payroll Settings' > 'Pay Run Settings' > 'Expense Category'.
- Click on the 'Add' button to the top right hand side.
- Enter the name of the expense category.
- Enter an External Id for the expense category, if required. If an external id is used that has been used before you won't be able to save it if the 'Unique external Id' setting is switched on. This setting is located on the 'Payroll settings' > 'Advanced settings' page. See here for more information.
- 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