When your company would like to limit a certain group in the category that they can select in creating an expense. As administrator, you can enable the 'Limit the Category to Certain groups'.
Here are the steps to limit the category to certain groups:
- Go to Admin, select Categories.
- From the Category screen, select the name of the category you would like to limit to a certain group.
3. Select Limit this category to certain group.
4. Select the Group name from the box.
5. Click Save, once done.
Note: Each Category is assigned to a Branch. Therefore, you can only select the group from the branch where the category is assigned.