View and Edit Categories

Every expense submitted through Emburse Professional must be classified with an expense category. You can use expense categories to determine which fields are required for different types of expenses to ensure that you have all of the information you need for accounting and budgeting purposes.

This article focuses on editing existing Expense Categories. To learn how to add new categories and to learn more about Expense Category Details, see Create a New Expense Category.

Access the View and Edit Expense Categories Page

To access the View and Edit Categories page, click the gear icon on your Emburse Professional homepage and then select View and Edit Expense Categories.

Edit Categories

1. Enter search parameters to find a specific category, or leave both fields blank to return all categories. Click Submit.

   

2. Click the edit (pencil) icon next to the category you want to edit.

   

3. Edit the category details as needed. Click Next to verify your changes. Click Next once more to save your changes.

   

Deactivate Categories

1. Enter search parameters to find a specific category, or leave both fields blank to return all categories. Click Submit.
2. Click the red X next to the category you want to deactivate.

   

Deactivating a category will prevent users from selecting the category for new expenses.