Guide for Schoolable Pay
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Payment Setup

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Expense Category

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This groups or categorizes what you spend your expenses on. To categorize and expense, follow these steps:
Click “New expense category”
Give it a title
Add a description to it (this is optional)
Click “Create expense category”

How to Download Expense Categories

To download your expense categories report, Click “Download expense category reports” and it will be downloaded to your phone or system. Expense category shows you the things you’ve spent money on throughout the week or month or session. This helps you know if what you’re spending money on regularly is actually more than what you’re gaining. In other words, your expense categories reports helps you track your profits and loses in the school business.

How to Edit an Expense Category

To edit an expense category:
Scroll to the category
Click on the three dots by the right
Click “Edit”
Click “Create expense category” when the changes have been made

How to Delete an Expense Category

To delete an expense category:
Scroll to the category
Click on the three dots by the right
Click “Delete”
A confirmation box will pop up. Click “Yes! Delete it”
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