Configure expense categories
Create consistent categories for entry, filtering and reporting.
Feature pathSetup → Finance → Expense Categories
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Create consistent categories for entry, filtering and reporting. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Setup → Finance → Expense Categories using an administrator or appropriately permitted account.
- Review the current value and understand which users, records or automated processes it affects.
- Enter or select the new configuration values. Keep labels concise and use the approved business terminology.
- Where credentials, email, webhooks or cron are involved, begin with a test or sandbox configuration.
- Save the change and confirm that Britixo CRM reports success.
- Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.
- Document the operational change and use the available reset or rollback option if the result is not correct.
Important fields and decisions
CategoryConfirm this information is accurate and appropriate for the record.
Date and amountConfirm this information is accurate and appropriate for the record.
TaxConfirm this information is accurate and appropriate for the record.
Payment modeConfirm this information is accurate and appropriate for the record.
Customer or projectConfirm this information is accurate and appropriate for the record.
Billable and receipt settingsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Attach evidence where required.
- Mark billable only when the customer should be charged.
- Check currency and tax before saving.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentexpensecheckreporttaxcurrencyapprovalserviceclient portalnotificationsemailcustomers
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