Categorise Entries

• Travel,
• Materials,
• Overheads,
• Other.

Categories are especially useful when saving a batch into multiple Tables by category.

For the normal claim workflow, run categorisation before Save to Tables. Then review each category manually, because the category controls which existing target Table receives the entry.

Remember a Vendor Category

After changing a category in batch review or a Table Re-upload preview, choose Remember category to use it for that vendor when auto-categorising in your organisation. Choose Not now for a one-off correction. Saving the preference does not immediately change existing transactions.

A remembered vendor category takes priority over the bank category and automatic categorisation. Check exceptions manually, such as a vendor that sells both subscriptions and physical goods.