How to Filter Expense Categories by Item Type

In Nexonia, expense categories can be filtered to restrict which categories are accessible based on the item type when users are creating expenses. A common example of this is when Mileage should not be available as a category for expenses paid with a credit card.

Administrators can manage this filter on a category by category basis. Initially, no category will have a filter applied to it (meaning it is available for selection regardless of item type). The filter can be turned on by navigating to: Settings > Company > Expenses > Categories > Edit > Locate and enable "Filter by Item Type".

Presented slightly below the setting are the 3 options:

• Manual (out of pocket expense not charged to a credit card or in lieu of having a personal card integrated with Nexonia)
• Company Card
• Personal Card

Turn on the item types that the category should be available for.

Once this is complete, when users create their expenses & if a filter has been applied, the category will only appear if it should be available based on how the user is creating the expense.

Example: Mileage expense ('Manual' Item Type filter enabled). If the user selects "Add from Card Transaction", the category will not be available. Adversely, if the user selects "Add Expense Item", the category will be available.