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 button
4. Select the category icon or logo
5. Enter the Category Name
6. Optionally enter an Account Code (for accounting system mapping) 
7. Optionally enter a Category Remark (to provide more instructions to the staff when this category is selected)
8. Optionally you can create and add a Custom Field/s (this allows you to require staff to provide additional details when this particular expense category is selected) 
9. Select a Pay Element to link this category to payroll (this is required only if Transfer To Payroll option is enabled) 
10. Enable the option 'Attachments are mandatory', if attaching a supporting documents like receipts or billing statements is required
11. While the option 'Exclude Category from Payroll Transfer' is only applicable if the Transfer to Payroll is enabled but you would like to exclude this particular category from being transferred to payroll. 
12. Once everything is set, click Create Category button

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
8. Other Expenses

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