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 and Types.

Manage expense categories

Create a category

1. Go to Admin Settings > Categories and Types.

2. Click New Category.

3. Enter the category Name (required).

4. Select an Icon to visually identify the category.

5. Add an optional Description to help employees choose the right category.

6. Click Save.

Edit a category

1. Go to Admin Settings > Categories and Types.

2. Click the category you want to modify.

3. Update the name, icon, or description.

4. Click Save.

Warning: Once a category is updated, expenses with the old category type will be automatically updated. Existing expenses using an edited category type do not keep their original category label.

Delete a category

1. Go to Admin Settings > Categories and Types.

2. Click the category you want to remove.

3. Click Delete.

4. Confirm the deletion.

Note: A category cannot be deleted if currently used in an existing expense. The expense would need to be deleted before deleting the category.

Manage report types

Create a report type

1. Go to Admin Settings > Categories and Types.

2. Navigate to the Report Types section.

3. Click New Report Type.

4. Enter the report type Name (required).

5. Add an optional Description to clarify when this report type should be used.

6. Click Save.

Edit a report type

1. Go to Admin Settings > Categories and Types.

2. Click the report type you want to modify.

3. Update the name or description.

4. Click Save.

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

Delete a report type

1. Go to Admin Settings > Categories and Types.

2. Click the report type you want to remove.

3. Click Delete.

4. 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:

CategoryDescriptionMealsBusiness meals, team lunches, client dinnersTravelFlights, trains, taxis, ride-sharingAccommodationHotels, short-term rentalsOffice SuppliesStationery, printer ink, desk accessoriesSoftwareSaaS subscriptions, licenses, app purchasesMileagePersonal vehicle use for businessCommunicationPhone bills, internet, postageEntertainmentClient events, team outings