The Expense Categories page is used to define the various employee expense categories used by your business. To add an expense category:
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.
Edit an expense category
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.
Delete expense category
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.
Restoring an expense category
You are able to restore an expense category by going to Payroll settings > Restore deleted items, and selecting 'Expense category' from the drop down box. A list of all deleted expense categories will appear and you can click the 'Restore' option against the expense category that you are wanting to reinstate.
If you have any questions or feedback please let us know via support@yourpayroll.co.uk