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Expense Categories

An Expense Category classifies the type of expense an employee incurs. Categories appear in the TEM web portal and mobile app, and employees select the one that best describes their purchase.

Expense categories help organize, track, and report expenses consistently, while letting the system apply rules such as default accounts, approval policies, spending limits, and posting groups. A single category can post to different GL accounts based on criteria like domestic vs. international, region, or the presence of guests - and SmartExtract can refine the posting further from the receipt itself.

In this section​

  • Fields and posting setup - the general category fields and the posting setup lines that select a posting group
  • Dimensions - assign default dimension values to a posting setup
  • SmartExtract - AI-powered receipt extraction, classification, and deferral