The Manage Lists section allows you to view and configure your Categories, Vat codes, Expense categories and Mileage rates associated with a company.
📎NOTE: You can either add Vat Codes and Categories manually, or have them synchronise through once you integrate the company with accounting software.
Click Home from your account to view your list of companies.
Select the relevant company from the list.
Click the Manage Lists submenu.
📎NOTE: You need the Company Settings permission to access the submenus and the Manage Lists section.
The manage lists section includes four tabs:
Categories
Vat codes
Expense categories
Mileage rates
Vat codes and Categories
You can manage the following with Vat codes and categories:
View: You can see all the codes available for you to allocate to invoices and expense reports.
Visibility: You can control whether to make these categories or codes visible from your drop-downs without deleting any code.
Add or Upload: You can add or upload more codes if you're not integrated with an accounting software.
Delete: You can also permanently delete codes by clicking the trash can icon.
📎NOTE: The Delete, Add and Upload options are only available for companies not integrated with accounting software.
Expenses Categories
The expenses categories section allows you to configure codes to manage and allocate your expenses.
Mileage Rates
The mileage rate section allows you to configure and add different rates before you can assign them to a submitter.
Submitters can then use the appropriate rate when they add mileage expenses to their Expenses reports.