When uploading expenses through the phone app, you can have the submitter categorise their expenses to the correct category at the point of upload. We've added a simple default list of categories that they can use and which you can map to the correct nominal account. This means the submitter does not need to know or be aware of the hundreds of nominal accounts in your accounts package but instead selects from a simplified list of categories that you control.
To access the expense categories, simply click on the Manage Lists button on the homepage and select the Expense Categories tab.
You'll then be on the below page:
AutoEntry provides a default list of expense categories to use. All that's required is to add a nominal category to each expense category you want to use. The same nominal can be used for several expense categories if required meaning they're all accounted for in your accounts package to the same nominal account but allows more detailed examinations of the submitter's expenses for the line manager/approver. You can of course edit the category name, make it hidden or indeed delete it altogether.
Using the buttons at the top, you can add another expense category or if you already have a list of categories in use, you can upload that list via a .csv file into AutoEntry. When you click on the 'Upload List' button there's a template .csv file for you to use to facilitate the upload.
Please note that there is a limit of 100 visible expense categories allowed here. If there are more than this entered in Manage Lists, any over 100 going alphabetically will not be available.