Prerequisites
Ensure you have Admin privileges on ProcureDesk.
Step-by-Step Instructions
Switch to Admin and navigate to General Settings>Configurations on the left menu.
Select Manage Expense Category.
Click on Add Expense Category.
OR
Click on Edit to edit a pre-existing expense category.Fill in the necessary details, including the expense category name and default accounting, then save the information.
FAQ
What should I include in the expense category name?
Use a clear and descriptive name that reflects the type of expense.