How to Add Expense Categories – Everlance Help Center

Are you looking for customized expense categories for your team? You can easily add them directly from the team dashboard, allowing your members to utilize them when recording their trips and expenses.

To learn how to add expense categories, follow the steps below:

Step 1: Click on 'Team Settings.'

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Step 2: Go to the 'Categories' tab.

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Step 3: Click 'Create category' or click here to learn how to upload multiple categories.

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Step 4: Enter the category name and code (optional). We recommend creating categories that match your chart of accounts.

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Step 5: Click 'Create', and you're all set!

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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.

To learn how to add expense categories, follow the steps below:

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