How to Look Up or Archive an Expense Category

Do you need to look up a category? View your team's or sub-team's categories. Or perhaps you need to remove categories that are no longer being used. 

To learn how to manage categories, follow the steps below: 

Step 1: Click on 'Team Settings.'

Step 2: Go to the 'Categories' tab.

Step 3: Utilize the 'Search' or 'Sort' options to locate specific categories. 

Step 4: To remove a category, click on the 'Archive' button located the far right. 

Note: Once a category is created, its name cannot be edited. However, you can archive the category and add a new one by using the 'Archive' button.

Step 5: Click, 'Yes, archive category' to confirm.

Note: Trips and expenses associated with this category will remain, but the category won't be available for future use.

Step 6: You'll receive a confirmation message in the top right corner of your screen indicating that the category was archived. It will no longer be an option for team members to select for their trips or expenses. 

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.