Expense | Configuration - Setting Up Expense Categories

Overview

Expense Categories define the types of expenses employees can claim (e.g., Meals and Entertainment, Air Travel, Lodging). Categories can optionally be linked to payroll pay elements for direct payroll integration.

Adding a New Category

1. Go to Expense > Configuration
2. The Categories tab is selected by default
3. Click + New Category
4. Enter the Category Name
5. Optionally enter an Account Code (for accounting system mapping) and Category Remark
6. Optionally select a Pay Element to link this category to payroll
7. Click Save

Enabling Payroll Transfer

If your organisation transfers approved expense reimbursements directly through payroll, enable the Transfer to Payroll option at the top of the Categories tab. When enabled, approved reimbursements for categories linked to a Pay Element will flow to the payroll module.

Default Categories

JustLogin provides the following default categories out of the box:

1. Air Travel Expense
2. Automobile Expense
3. Fuel/Mileage Expenses
4. IT and Internet Expenses
5. Lodging
6. Meals and Entertainment
7. Office Supplies

Note: You can edit, disable, or delete any default category, and add as many custom categories as needed.