How to create a category.

Path : Admin >> Expenses >> Categories >> Add New

A Category is a group of expense where the rate of expenditures can be differentiated and categorized.

Choose “Mark this as a Sub-Category”, if the added expense should be added as a Sub-Category under a parent category.

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How to create a expenses.
Path : Admin >>Expenses >> Expenses >> Add New By Clicking on “Add New” will create a expense name with expense code.
How to create a expense type .
Path : Admin >>Expenses >> Expense Types >> Add New
How we can set category limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)
How a user can use report to record his expenses; advances and trips for reimbursement.
For user, to create a report, go to “Reports”, in “My Travel & Expenses”, and click on “+ Add New”, present to the left corner top above the report table and then fill the following fields: · My Travel & Expenses --> Reports --> + Add New --> Fill ...
How to update expense.
Path : Admin >>Expenses >> Expenses >> Actions >> Update By using this we can update the expense name.

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