Skip to content
Guide for Schoolable Pay
  • Pages
    • Our Manifesto
    • Account Setup
      • Payment Setup
        • Settlement Account
        • Discounts
        • Payment Items
        • Payment Preferences
        • Grouping payment items
        • Beneficiaries
        • icon picker
          Expense Category
        • User Permissions
      • Payroll Setup
        • Salary items
        • Taxes & Benefits
        • Preferences
      • Administration
        • School profile
        • School Session & Term
        • Promoting Students
        • Bulk data upload
    • Students
      • Adding a new student
      • List students
      • Class Sections
      • Student Tags
    • Families
      • Family list & profile
      • Guardian information
    • Employees
      • How to enable an employee for payroll
      • How to run Payroll Monthly
    • Vendors
    • Invoices
      • Why are invoices needed?
      • Generating an invoice
      • Updating an invoice
      • Sending invoice notifications
      • Adding payments to invoice
      • Archiving an invoice
      • Paying an invoice
      • Invoice Listing
      • Sending invoice receipt
      • Why Invoice Reports are Important in Schools
    • Invoice inflow
    • Settlements
    • Send Money
      • List transfer history
      • Payment Requests
      • How to send money
    • Balance History
    • Apps Marketplace
    • Test Accounts

Expense Category

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”
 
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.