Expense Vendors and Categories

Expense Vendors 

To learn more about expenses, see the Expenses chapter.

Open Vendors in the left navigation to manage expense vendors.

This shows you the list of vendors that your company purchases from. You can filter through the vendors with the Select Expense Category. Click New to create an expense vendor. 

Enter the name of the vendor, contact details, address, any contact names from the company, any notes you might want to add, and the expense category. Click Save. 

Expense Categories 

Categories are where you segment your expense vendors. Open gear → Configuration → Expense Categories. 

You will see your expense categories in a list view where you can edit or delete them in the options menu. To create an expense category, press New. Enter the name of the category and press Save.