Creating and Managing Categories

This guide explains how to create and manage Categories in Corpay Complete.

In Corpay Complete, Categories help in organizing and managing various spend processes and spend types within the platform. For example, categories can be linked to expense policies from the Categories list, allowing admin users to assign specific policies to different Categories.

Click the following links to learn more about Categories in Corpay Complete:

• Creating a New Category
• Managing Categories

Creating a New Category

This section describes how to create a new Category.

1. Log in to Corpay Complete.
2. Click the Administration module from the left-side navigation pane.

3. Click the Categories tab.

4. Click + Add Category.

5. A new row will display.
6. Key in a category name in the Category column.
7. Begin typing in the GL Account picker to find the desired general ledger account(s).
8. Begin typing in the Department picker to find the desired department(s).
9. Begin typing in the Policy picker to find the desired policy or policies.
10. Key in an optional external ID in the External ID field.
11. Repeat steps 4 through 10 for each new Category.
12. Click Save New Categories.

13. The Category will be available for selection from the Category drop-down.

Managing Categories

This section describes how to edit and manage existing Categories.

1. To remove a GL Account, Department, or Policy from a Category, click the X icon next to the item and click Save .
2. To add a GL Account, Department, or Policy, type in the picker field, select the item, and click Save  .
3. Click the Delete  icon to delete a Category.