BunnyDoc
Expenses

How do I manage expense categories?

Create, nest, and archive the categories your expenses are filed under.

Expense categories let you group spending — travel, software, meals, and so on — so your reports break down cleanly. You manage them on their own page in the Expenses area.

Manage categories

  1. Go to Expenses → Categories.
  2. Create a new category, or open an existing one to edit it.
  3. Fill in the details and save.

Category fields

  • Name (required) — up to 100 characters.
  • Parent — nest this category under another one to build a hierarchy.
  • GL code — an optional general-ledger code, up to 50 characters.
  • Color — a color to help the category stand out.
  • Archived — set a category aside so it is no longer offered on new expenses.

Use the Parent field to keep things tidy — for example, a "Travel" parent with "Flights", "Hotels", and "Taxis" underneath.

Expense categories are separate from product categories used in Inventory. Changes here only affect expenses.

Expense details

See how a category fits into the rest of an expense record.

Run expense reports

Group your reports by category.

How do I forward receipts by email?

Send receipts to your BunnyDoc forwarding address to have them appear automatically as draft expenses.

How do I run expense reports?

Group, filter, and export a summary of your expenses from the Reports area.

On this page

Manage categoriesCategory fields