Creating and Managing Categories

This article explains how to create and manage Categories in Corpay Complete.

In Corpay Complete, Categories are used to organize and manage different spend processes and types within the platform. Categories can be associated with expense policies from the Categories grid, enabling administrators to assign specific policies to each Category.

Click the following links to learn more about Categories in Corpay Complete:

• Creating a New Category
• Managing Categories

Creating a New Category

Complete the following steps to create a new Category.

1. Click the Administration module in the left-side navigation pane.

2. Click the Categories tab.

3. Click the + Add Category button at the bottom of the page.

4. A new row will display.

5. Complete the following steps:

   

   1. Category Icon – Click the Category Icon  to choose a different icon for the Category and then choose an optional icon from the icon picker.

      

   2. Category – Key in a Category name in the Category column.
   3. GL Account – Begin typing in the GL Account picker to find the desired general ledger account(s).
   4. Department – Begin typing in the Department picker to find the desired department(s).
   5. Policy – Begin typing in the Policy picker to find the desired policy or policies.
   6. External ID – Key in an optional external ID in the External ID field.
   7. + Add Category – Click the + Add Category button and repeat steps A through F to add another Category.
   8. Click the Save New Categories button.

6. The Category will be available for selection from the Category drop-down in Corpay Complete. In the following example, the new Category displays on the Create a New Expense Item page.

Managing Categories

This section describes how to edit and manage existing Categories.

1. To remove a GL Account, Department, or Policy from a Category, click the X icon next to the item and click Save .
2. To add a GL Account, Department, or Policy, type in the picker field, select the item, and click Save  .
3. Click the Delete  icon to delete a Category.

   Note: To delete a Category, users must first remove the associated Policy, click Save, and then delete the Category.