Skip to main content
All CollectionsAccountingAccounting setup
Create or import your expense accounts
Create or import your expense accounts

How do I manage Expense Categories?

Updated over 7 months ago

Dive into this guide to learn how to set up expense categories and specify GL account numbers in Alaan, making accounting processes more efficient.

Step 1: Go to Accounting menu on the sidebar.

Step 2: Click on Settings on the top right corner.

Image

Step 3: Navigate to GL Accounts.

Image

Step 4: Click on Add Category and select the GL Accounts that will be available for categorizing your Alaan expenses. Category Name is the alias that your cardholders will see instead of the GL names, eg. If someone buys printer paper, they can select 'Office Supplies' for '453 Office expenses'.

You can also choose a Default Tax Code for that GL, if you so desire.

You can add as many GL Accounts as you wish.

Did you know you can also access the GL Accounts setup from the Settings menu on the sidebar?

Did this answer your question?