Category

To add a new category, select Category under “Company” section.       

 In the “Category” page, click on +Add Category

 Here, complete the following –

• Select an Accounting system - This field will only appear if you have multiple integrations in Prospend
• Enter the Name of the Category

Once the category has been saved, you will then need to link the relevant Expense types.

On the Category page, click "Expense type" next to the newly created Category.

Here, you will need to tick all relevant Expense types and input their GL code

Once the Expense types have been linked to the category, you can then create new cost centres under these categories.

Cost Centre

 To add a new cost centre, select Cost Centre under “Company” section.       

 In “Cost Centre” page, click on +Add Cost Centre

 Here, complete the following –

• Input the Name of the cost centre
• Select the Category this cost centre will be linked to
• Input the Cost Centre # - This will be the code of the cost centre in your ERP

Once the cost centre has been saved, you can then assign this to users as their default cost centre or select this option when coding claim.

Note:

If you have restricted expense types by cost centre, you will need to tick the expense type for the newly created cost centre. This is done much like how it is done for the category.