What is an expense category?
Expense categories in PSOhub are used for reporting purposes; they allow you to filter or sort by one or multiple categories. When you click on the Filter field you can select here the Category.
To access the expense categories, click the Gear icon on the menu bar and navigate to Expense categories.
Out of the box PSOhub provides you with four standard expense categories but you can modify or delete them as well as add new ones.
How to modify an expense category
To modify an expense category, click the category. in the next screen you can overwrite the order number or category. Once you are done, click Save.
How to delete an expense category
To delete an expense category, click the category and in the next screen hit Delete.
Note that you can only delete an expense category if it hasn't been related to an expense entry.
How to add an expense category
To add a new expense category, click Create category.
Now enter the order number and give a description for that new category.
Once you are done, click Save.
If you are in the process of setting up your organization in PSOhub, your next step will be to set up your tax categories in PSOhub (but only if you need additional tax rates).
Note that if you are integrating PSOhub with your back end financial solution you will not complete this step.