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Manage Expense Categories

Overview​

This article explains how to add, edit, and delete expense categories in the Unidiner back office. Expense categories help organize and classify business expenses for better financial tracking and reporting.

Add an Expense Category​

Use this option to create a new expense category for organizing expenses.

Steps to Add an Expense Category​

  1. Go to the Expense Category page.
  2. Click the + Add Expense Category button.
  3. In the Add Expense Category popup, enter the required details:
    • Category Name: Enter the name of the expense category.
    • Description: Add a short explanation about the category.
  4. Click Save or Submit.

Result​

The new expense category will be added successfully and will be available while creating expenses.

Edit an Expense Category​

Use this option to update the category name or description.

Steps to Edit an Expense Category​

  1. Open the Expense Category page.
  2. Locate the category you want to modify.
  3. Click the Edit icon under the Actions column.
  4. In the edit popup, update the category name or description as required.
  5. Click Update or Save Changes.

Result​

The expense category will be updated successfully, and the latest changes will reflect in the system.

Delete an Expense Category​

Use this option to remove categories that are no longer required.

Steps to Delete an Expense Category​

  1. Go to the Expense Category page.
  2. Find the category you want to delete.
  3. Click the Delete icon under the Actions column.
  4. A confirmation popup will appear.
  5. Click Delete to confirm the action.

Result​

The selected expense category will be permanently removed from the system.

Note: Ensure the category is not linked to active expense records before deleting it, as this may affect expense organization and reporting.