Expense Categories - Admin
Thread users can easily add expenses that they have borne for a client or a particular case. The Expense Category feature on Thread allows you to add distinct categories of expenses, meaning you can organise expenses based on their type.
Adding an Expense Category
To add categories to new expenses, the categories must first be configured in the Admin Centre.
1. Click Admin Settings on the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. Click Expense Category on the left side menu.
4. Click Add in the top grey pane to create a new category.
5. In the pop-up window that appears, enter the name of the new category.
6. Click Save.
You can now add expenses to categories you have created and view their category on the Expenses page.
Adding Categories to Expenses
Once you have created categories, you can add them to existing expenses or new expenses that you add to Thread.
1. Click Expenses in the left pane of Thread.
2. Click the expense you want to add a category to and click Edit in the top grey pane.
3. In the pop-up window that appears, click Category to open a drop-down menu.
4. Select a category from the list and click Save.
Renaming an Expense Category
You can easily change the name of an expense category at any time after it has been created.
1. Click Admin Settings on the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. Click Expense Category on the left side menu.
4. Select the expense category you want to rename and click Edit in the top grey pane.
5. In the pop-up window that appears, enter the new name of the category, and click Save.
Deleting Expense Categories
If you need to remove an expense category completely from Thread, you can do this easily.
Note: If you have expenses that have been assigned this category, you will have to assign a different category to the expense.
1. Click Admin Settings on the left pane of Thread.
2. In the Admin Centre, click the General tab.
Click Expense Category on the left side menu.
Select the expense category you want to delete and click Delete in the top grey pane.
A confirmation window will appear asking you to confirm your decision. Click OK.
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