Create or edit a category
You can use custom categories to control what categories are shown in the app and against which Xero accounts they are synced.
Go to the Expend web app at app.expend.io and log in with your Expend account.
In the menu on the left, click Settings and then click Categories.
To create a category, click + New Category.
To edit an existing category, click one of the categories in the list to open it.Fill in the required details (see below) and click Create.
Or, if you edited an existing category, click Update.
Inbox users
Go to the Expend web app at app.expend.io and log in with your Expend account.
Open the sidebar menu, go to MANAGE, click Settings and select Categories & Mapping.
To create a category, click + New Category.
To edit an existing category, click one of the categories in the list to open it.Fill in the required details (see below) and click Create.
Or, if you edited an existing category, click Update.
Category details
Name: This is also the option that is displayed in the app.
Tax type: The tax rate that will be selected by default when a user chooses the category in the app. Users can select a different tax rate if required.
Group: For display and sorting purposes only.
Search terms: To help you find the category in the future. Separate terms with a comma.
Set the category mapping
After setting up your custom category, map it to a Xero account so that expenses with that category will automatically be synced to that account.
In the menu on the left, click Integrations and select your accounting platform.
Go to the Set Account Mappings section and find your category.
Click the drop-down list and select the corresponding account in your accounting platform’s chart of accounts.
When you have finished editing mappings, go to the bottom of the page and click Save.
Inbox users
Open the sidebar menu, go to MANAGE, click Settings, and select Integrations.
Select your accounting platform.
Go to the Set Account Mappings section and find your category.
Click the drop-down list and select the corresponding account in your accounting platform’s chart of accounts.
When you have finished editing mappings, go to the bottom of the page and click Save.
Notes
Only users with the Administrator role can manage categories.
You can also delete a category if required: go to the Categories page as described above, click the category to open it, and then click Delete.