Expense Categories
The categories expenses are grouped under, with their ledger accounts.
Overview
Each expense category has a default expense account, so a posted budget line debits the right account. “Auto-map accounts” fills only the empty ones, by matching category names with your chart of accounts; an account you chose by hand is never changed. A category without an account stops posting with a message that names it.
When to use expense categories
- Posting a budget fails because a category has no account.
Prerequisites
Step by step
In the CPD Training module open Finance in the green navigation bar, then choose Expense Categories under Money.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “What the CPD team pays for, and the chart-of-accounts expense account each category posts to.”
- The screen says: “Click a category to choose the expense account it posts to.”
- Columns: Expense category, Chart of accounts (expense account), Status.
- Actions on the screen: Auto-map accounts, New category.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.costs.manage
- cpd.costs.read