Categories and types

Define the expense categories and report types your employees use when creating expenses and reports in Eloope.

What categories and types are

Expense categories define what kind of expense an employee is recording: for example, Meals, Travel, Office Supplies, or Software. Categories appear in the dropdown menu when employees create a new expense.

Report types define the purpose of an expense report: for example, Monthly Expenses, Business Trip, or Conference. Report types appear in the dropdown menu when employees create a new report.

Access categories and types

1. Go to Admin Settings > Categories & Report Types.

The page has two tabs: Expense Categories and Report Types. Each tab shows a count of items. You can switch between Grid view (card layout) and Table view using the view toggle.

Manage expense categories

Create a category

1. Go to Admin Settings > Categories & Report Types.
2. Click Add Expense Category from the dropdown button.
3. Enter the category Name (required).
4. Select an Icon from the Lucide icon picker.
5. Choose an Icon Color (teal, blue, purple, pink, red, orange, and other presets).
6. Click Save.

Edit a category inline

You can rename a category directly in the list by double-clicking on its name and typing the new name. You can also update icons and colors by clicking on them.

Toggle a category active/inactive

Click the status toggle on any category to enable or disable it. Inactive categories are not shown to employees when creating expenses.

Delete a category

1. Click the category you want to remove.
2. Click Delete.
3. Confirm the deletion.

The page shows a usage count for each category, indicating how many submitted reports use it. This helps you avoid deleting categories that are actively in use.

Warning: Deleting a category does not remove existing expenses that use it. Those expenses retain their original category label, but new expenses cannot use the deleted category.

Manage report types

Create a report type

1. Go to Admin Settings > Categories & Report Types.
2. Click the Report Types tab.
3. Click Add Report Type from the dropdown button.
4. Enter the report type Name (required).
5. Add an optional Description (shown as a tooltip to help employees select the right type).
6. Select an Icon and Icon Color to visually identify the report type.
7. Click Save.

Edit a report type inline

Double-click a report type name to edit it inline. You can also update icons and colors by clicking them directly.

Toggle a report type active/inactive

Click the status toggle to enable or disable a report type. Inactive types are not shown to employees when creating reports.

Delete a report type

1. Click the report type you want to remove.
2. Click Delete.
3. Confirm the deletion.

Note: Existing reports using a deleted report type keep their original label. The deleted type is simply removed from the dropdown for new reports.

Common expense categories

Here are some categories organizations typically configure:

Category	Description
Meals	Business meals, team lunches, client dinners
Travel	Flights, trains, taxis, ride-sharing
Accommodation	Hotels, short-term rentals
Office Supplies	Stationery, printer ink, desk accessories
Software	SaaS subscriptions, licenses, app purchases
Mileage	Personal vehicle use for business
Communication	Phone bills, internet, postage
Entertainment	Client events, team outings