{"id":22089,"date":"2023-03-20T18:22:25","date_gmt":"2023-03-20T17:22:25","guid":{"rendered":"https:\/\/help.openbee.com\/administrators-guide\/general-setup\/managing-expense-categories\/"},"modified":"2026-05-13T09:38:46","modified_gmt":"2026-05-13T07:38:46","slug":"managing-expense-categories","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/general-setup\/managing-expense-categories\/","title":{"rendered":"Managing expense categories"},"content":{"rendered":"\n<p>This section allows you to configure the categories of personal expenses.<\/p>\n\n<p>When the module is installed, the most commonly used categories are automatically added.<\/p>\n\n<p>It is possible to add new categories and disable the default categories.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-11-1024x546.png\" alt=\"\" class=\"wp-image-14741\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-11-1024x546.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-11-300x160.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-11-768x410.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-11-1536x819.png 1536w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-11.png 1575w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p><\/p>\n\n<h3 class=\"wp-block-heading\">Creating a new category<\/h3>\n\n<p>If the company&#8217;s internal organization requires categories that are complementary to the categories imported by default, click on the &#8220;Add new category&#8221; button to create custom categories.<\/p>\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-12.png\" alt=\"\" class=\"wp-image-14743\" width=\"483\" height=\"243\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-12.png 736w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-12-300x151.png 300w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/figure>\n\n<p><\/p>\n\n<h3 class=\"wp-block-heading\">Editing a category<\/h3>\n\n<p>It is possible to modify a custom category, change its name and icon by clicking on the pen button.<\/p>\n\n<p><\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"246\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-13-1024x246.png\" alt=\"\" class=\"wp-image-14744\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-13-1024x246.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-13-300x72.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-13-768x185.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-13.png 1255w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-15.png\" alt=\"\" class=\"wp-image-14746\" width=\"510\" height=\"250\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-15.png 733w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-15-300x147.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/figure>\n\n<p><\/p>\n\n<h3 class=\"wp-block-heading\">Deactivating and deleting a category<\/h3>\n\n<p>Categories that were originally uploaded cannot be deleted. However, they can be deactivated by clicking on the following icon:  <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"54\" height=\"42\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-17.png\" alt=\"\" class=\"wp-image-14748\"\/><\/figure>\n\n<p>Once deactivated, the category will no longer be visible to all users of the Expense Reports module. This allows categories that were originally imported and will never be used can be hidden.<\/p>\n\n<p><\/p>\n\n<p>  Custom categories can be deleted by clicking on the following icon:  <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"45\" height=\"51\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-18.png\" alt=\"\" class=\"wp-image-14749\"\/><\/figure>\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-20.png\" alt=\"\" class=\"wp-image-14753\" width=\"485\" height=\"143\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-20.png 735w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-20-300x88.png 300w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/figure>\n\n<p><\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Please note <\/strong>: once associated with an expense, a custom category can no longer be deleted<\/p>\n<\/blockquote>\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-19.png\" alt=\"\" class=\"wp-image-14752\" width=\"377\" height=\"61\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-19.png 444w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-19-300x49.png 300w\" sizes=\"auto, (max-width: 377px) 100vw, 377px\" \/><\/figure>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This section allows you to configure the categories of personal expenses. When the module is installed, the most commonly used categories are automatically added. It is possible to add new categories and disable the default categories. Creating a new category If the company&#8217;s internal organization requires categories that are complementary to the categories imported by [&hellip;]<\/p>\n","protected":false},"author":95,"featured_media":0,"parent":22077,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-22089","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22089\/revisions"}],"predecessor-version":[{"id":22097,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22089\/revisions\/22097"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22077"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}