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Limit or default a category to an expense type

  • Updated

An Admin in Rydoo can limit or default a category to an expense type. This article explains how to do this:

1. Go to Admin settings.

2. Go to Categories page.

3. Select the category you want to edit.

4. Navigate to the Settings tab.

5. Click Edit under the Expense type section.

Screenshot_2023-03-29_at_18.32.27.png

6. Limit the category to expense, mileage or per diem: the category will only be available for these expense types
OR 
Default the category for expense type: the category will be defaulted for these expense types

Screenshot_2023-03-29_at_18.35.09.png

NOTE: If you want to edit multiple categories at the same time, bulk update via import/export.