When spend categories are properly configured for your company, a user with an Employee profile will be tasked with selecting a relevant category in different areas of the platform, as described below.

1. Requesting a General Purpose/Subscription card. 

Click the following link to learn more about requesting a budget/card.

Note: You can submit budget requests for General Purposes (GP) and Subscription cards. Although adding a Spend Category during a budget request is optional, it is highly beneficial, as the card's transactions will automatically inherit these settings. The Spend Category can be changed when coding a charge.

2. Coding a transaction related to a General Purpose/Subscription card. 

Click the following link to learn more about transactions.

Note: Coding a charge adds context, facilitates search, and helps record it properly in accounting software. 

3. Coding a transaction related to an expense (reimbursement). 

Click the following link to learn more about submitting an expense.

Submit requests for reimbursement as per your company’s policies and make sure you select the relevant Spend Category for each. Selecting some Spend Categories (e.g., meals), may enable the option to add attendees.