How to Filter Expense Categories by User

Administrators can filter expense categories by user in Nexonia. This feature limits which expense categories are available to users when they create their expenses.

Warning: once you enable this feature, all users will not have access to any expense categories by default - you'll need to grant users access to their categories before they can create expense items.

To enable this feature:

Navigate to Settings > Company > Features > Edit

Scroll down to the "Expense Reports" section of features.

Check off "Filter expense categories by user" to enable.

Scroll to the bottom of the features and click Apply to save this change. 

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

Navigate to Settings > Company > Expenses > Categories, where you'll see a list of your expense categories.

Navigate to the expense category you wish to edit.

Click the Edit (pencil) icon next to the expense category - this takes you into the settings for this expense category.

You should see a "Users" tab at the top of the expense category. Click it - you'll see a list of any users that have access to the category.

To grant access, click the Edit button

Check off the users who should have access to this expense category.

Note: you can select "All" to select the whole list at once.

Click Apply

The expense category is now filtered by user! Only the users selected will have access to the expense category when creating their expenses.