How to Filter Expense Categories by Project

In Nexonia, expense categories can be filtered to restrict which categories are accessible by project when users are creating expenses. This can work in a multitude of scenarios, however a common example is when a category synonymous with office/IT supplies should not be available when categorizing expenses to external customers/projects.

Note: Based on your individual interface settings, the term 'Project' may have been changed to reflect your expense management needs.

Administrators will turn on this feature by navigating to: Settings > Company > Features > Edit > Locate and enable 'Filter Expense Categories by Project'

Once the feature has been turned on, the system default is to make no categories available for any project. Administrators will need to apply the filtering and enable categories per project. To do this, navigate to: Customers > Projects > Select a project > Expense Categories > Edit > Select/Deselect Expense Categories > Apply.

Once this is complete, when users create their expenses, only the categories made available per project will appear in the Category field dropdown.