View and Edit Categories

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Every expense submitted through Certify must be classified with an expense category. Categories help users organize, identify, and report on the expenses they are submitting. This article shows you how, as a Certify Administrator, you can edit and disable categories.

On your account homepage, select Configuration, and then select View and Edit Categories.

Edit Categories

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

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

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

Deactivate Categories

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

Step 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.

Please Note: Record of the the deactivated category will be preserved in prior, processed expense reports.

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