Categories and limits
Expense categories, required receipts, limits per claim or per month/year, and block or warn mode.
Menu Reimbursement → Categories & Limits. New companies already have examples: Transport, Parking & Toll, Meals, Medical, Phone & Internet, Business Travel, Office Supplies, Other.
Categories
| Setting | Meaning |
|---|---|
| Receipt required | Yes by default: an expense of this category cannot be submitted without a photo/PDF receipt |
| Limit per claim | The maximum total of this category in one claim |
| Limit per period | The maximum per employee per month or per year |
| Expense account | The journal account when the claim is paid (with automatic journals on) |
A category without limits can be claimed freely.
General settings
| Setting | Options |
|---|---|
| Limit mode | Block (default): submissions above a limit are refused. Warn: accepted, and the approver sees an over-limit flag |
| Submission window | Optional: expenses older than N days cannot be submitted |
A company that removed every example can fill them in again with Fill example categories.
Last updated 28 Oct 2026