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How to Create & Manage Expense Categories in PSOhub

Learn how to create, modify and delete expense categories for reporting and filtering in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

Objective

This article explains how to manage expense categories in PSOhub. Expense categories are used for reporting purposes — they allow you to filter and sort expense entries by category across your projects.

Prerequisites

You must have Admin or Controller access in PSOhub.

How to Access Expense Categories

Steps

📌 Note: PSOhub includes four standard expense categories out of the box: Travel,                        Lodging, Meals, and Other. You can modify or delete these and add new ones to                      match your organization's needs.

  1. Click the Gear icon in the main menu to open Settings.

  2. Click on Financials, and go to the Expense categories tab.

How to Create an Expense Category

Steps

  1. Click Create category in the Expense Categories tab in Settings > Financials.

  2. Enter an Order Number to control the display order of the category.

  3. Enter a name in the Category field.

  4. Click Save.

How to Modify or Delete an Expense Category

Steps

  1. Click the expense category you want to modify in the Expense Categories tab.

  2. In the Expense Category dialog box, update the Order number and/or Category name.

  3. Click Save to modify the category or Delete to eliminate it.

📌 Note: An expense category can only be deleted if it has not been linked to any expense          entries. If the category is in use, reassign the affected expenses to a different category          before deleting.

Result

Your expense categories are available immediately across PSOhub and can be selected when logging expenses. Use the Category filter in the Expenses view to filter or sort expense entries by category for reporting purposes.

⚠️ Important: If you are integrating PSOhub with a financial solution, expense category              configuration may be handled through the integration. Confirm with your                                      implementation team before adding custom categories.

Next Steps

✅ Set up tax categories
Configure additional tax rates for your organization if standard VAT settings are not sufficient.
Tax Categories in PSOhub

✅ Log an expense
Record a project expense and assign it to the correct category and contract line.
How to Book Expenses in PSOhub

✅ Create an Expenses Report
Filter and export expense data by category, user, or project for financial review.
How to Create an Expense Report in PSOhub

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