How to Filter Expense Categories by Roles

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

Example: if you wanted only the "Marketing User" role to have access to the "Advertising" expense category.

By default, when an expense category is created, it's available for all roles. The role filtering is available within each expense category's settings.

Link: Configuration Guide to Roles and User Permissions

To apply filtering expense categories by role:

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.

If you scroll down the settings for this category, just above the policy rules is a box for "Role".

All Roles is enabled by default. If you uncheck that box, you'll see a list of available roles in your account.

Check off the roles you want to have access to this category.

Scroll to the bottom of the page and click the Apply to save your changes.

Now, only those users in those roles can access this category.