How to Filter Expense Categories by Region

If your organization has multiple regions, administrators can filter expense categories by region so that users in certain regions have access to specific expense categories only.

To enable this feature:

Settings > Company > Features > Edit

Scroll down to "Expense Reports" > Check off “Filter expense category by Region”

Click Apply.

Once enabled, you will need to go into each individual expense category and select the regions that should have access to it:

Settings > Company > Expenses > Categories > Click the pencil icon to edit the expense category.

Scroll down to "Region" and check off the Region(s) that should have access to this expense category.

Click Apply.

The expense category is now filtered by region! Only the users assigned to the selected region(s) will have access to the expense category when creating their expenses.