To delete an expense category,
1) Go to company settings
2) Select Categories
3) Select the category you want to delete
4) Click 'Delete'
5) Select a 'replacement category' from the drop down menu if applicable.
6) Confirm by clicking Delete
Please note:
i) If the expense category has an active expense policy, you will receive an alert with the option to select a replacement expense category.
ii) If no replacement category is selected, all expenses under the deleted category will be assigned under the category 'Others'.
1) Go to company settings
2) Select Categories
3) Select the category you want to delete
4) Click 'Delete'
5) Select a 'replacement category' from the drop down menu if applicable.
6) Confirm by clicking Delete
Please note:
i) If the expense category has an active expense policy, you will receive an alert with the option to select a replacement expense category.
ii) If no replacement category is selected, all expenses under the deleted category will be assigned under the category 'Others'.