Expense Category

You can define expense categories that a workers can bill the client organization for. Categories are added to the application by default, and you can customize each depending on your business case.

You can also sort the order that a worker views each category. This sorting can be used to promote the categories that a worker most uses, and demote the less used categories. Each category can be hidden in the Worker view by setting the Active status on the category.

Expense validation rules configured for a category run when an expense is submitted in the MSP UI. Depending on the rule configuration, one of two validation results occurs: a Reimbursement Policy Violation (Hard Stop) error that prevents submission until the Pay Amount is corrected, or an Attention (Red Flag) warning that allows submission with the expense flagged for additional manager review.