In Sage Expenses, you set up expense categories that your users will assign to their expenses. These expenses can include travel costs or utilities.

Configure expense categories

In the Get started with Sage Expenses wizard, set up your expense categories after you set up your account structure and payment methods.

1. Click Edit categories next to the relevant category, for example General expenses.

There are two types of expenses, General and Entertainment. Each category has a breakdown of the nominal codes, a description, and the tax code you apply when you select that category. See our Expense Categories article for more information.

2. Ensure each category includes:

•  An Account, which is your Sage 50 Accounts nominal code
•  A Dimension, which is your Sage 50 Accounts Tax Code 

3. Click Save and continue setting up your organisation.

Next steps

The next step is to add any additional users.