Create or edit a category

You can use custom categories to control what categories are shown in the app and against which Xero accounts they are synced.

  1. Go to the Expend dashboard at app.expend.io and log in with your Expend account details.
  2. In the dashboard menu, click Categories.
  3. To create a category, click New Category.
    To edit an existing category, click one of the categories in the list to open it.
  4. Fill in the required details (see below) and click Create.
    Or, if you edited an existing category, click Update.

Category details

  • Name: This is also the option that is displayed in the app.
  • Tax type: The tax rate that will be selected by default when a user chooses the category in the app. Users can select a different tax rate if required.
  • Group: For display and sorting purposes only.
  • Search terms: To help you find the category in the future. Separate terms with a comma.

Set the category mapping

After setting up your custom category, map it to a Xero account so that expenses with that category will automatically be synced to that account.

  1. In the dashboard menu, click Integrations and select your accounting platform.
  2. Go to the Set Account Mappings section and find your category.
  3. Click the drop-down list and select the corresponding account in your accounting platform’s chart of accounts.
  4. When you have finished editing mappings, go to the top of the Set Account Mappings section and click Save.

Notes

  • Only users with the Administrator role can manage categories.
  • You can also delete a category if required: click Categories, click the category to open it, and then click Delete.
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