How to create, edit, and delete an expense category in the Zuper web app

How to create, edit, and delete an expense category in the Zuper web app

Creating an Expense Category

Creating expense categories in Zuper streamlines expense management by enabling precise classification, efficient tracking, and accurate reporting. These categories help enforce your company policies, facilitate seamless reimbursements, and simplify customer billing. Follow these steps to create a new expense category:

  1. Log in to Zuper with an admin account.
  2. Select the Settings module from the left navigation menu.

  3. Click the Job Settings section and select Expense Category.

  4. On the Expense Category listing page, click + New Category.

  5. The New Category page opens.
  6. Enter the Name of the expense category.
  7. (Optional) Select a Color for the category.
  8. Provide a short Description for the category.
  9. Enter the Default Amount for the category. This amount will automatically populate when users add an expense item belonging to this category to a job.
  10. Specify the Max Capping for the category, which defines the maximum claimable amount for an expense under this category.
  11. Configure Expense Policies:
    1. Set Billable to Yes if the expense can be charged to a customer.
    2. Set Reimbursable to Yes if the expense can be reimbursed to the employee/user.
    3. Set Receipt Mandatory to Yes if a receipt is required for the expense.

  13. Click Save Category to save the new category.
  14. The expense category is now successfully created.

Editing an Expense Category

  1. On the Expense Category listing page, click the Edit icon next to the specific expense category.

  2. The Edit Expense Category dialog box opens.
  3. Make the necessary changes.
  4. Click Save Category to save the changes.

Deactivating an Expense Category

  1. On the Expense Category listing page, click the Disable icon next to the specific expense category.

  2. A confirmation dialog box appears.
  3. Click Disable to deactivate the expense category.

Deleting an Expense Category

  1. On the Expense Category listing page, click the Delete icon next to the specific expense category.


    Notes
    Note: You must deactivate an expense category before deleting it. Active categories cannot be deleted.
  2. A confirmation dialog box appears.
  3. Click Delete to permanently remove the expense category.


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