If a category is no longer required, an Account Administrator can delete the category from the Admin area.

Note: Any expense (or invoice or purchase request) history will not be affected when you delete a category.

To delete a category, follow the steps below:

1. Click the Account Name > Admin.

2. In the Account Setup section, click the Categories subheading.

3. Find the category you want to delete. You can use the Filter option to search the Category Name or Reference.

4. Click the three dots icon next to the category and select Delete from the drop-down.

Note: If you need to delete more than one category, tick the checkboxes next to each category, then click the Actions button and select Delete from the drop-down.

5. Click Continue in the Delete Category confirmation window to delete the category.